Date authorised
1 April 2013
Companies House
02464270
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 1a
    Hampshire Corporate Park, Templars Way
    Chandler's Ford
    Eastleigh
    Hampshire
    SO53 3RY
    UNITED KINGDOM
    Phone
    +442380373014
  • Complaints Contact

    Aviva Customer Relations
    Wellington Row
    York
    North Yorkshire
    YO90 1WR
    UNITED KINGDOM
    Phone
    +4403453078550

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Timothy Walter Harris

    IRN TWH01030

    • CF1 Director (25 Nov 2010 to 1 Apr 2011)
    • CF28 Systems and controls (23 Apr 2010 to 12 Oct 2010)
    • CF29 Significant management (23 Apr 2010 to 9 Aug 2010)
  • Toby Emil Strauss

    IRN TES01006

    • CF1 Director (30 Mar 2010 to 23 May 2011)
  • Tom Latter

    IRN TJL01122

    • [FCA CF] Significant management (18 Dec 2020 to 22 Aug 2021)
  • Tracey Louise Crawley

    IRN TLG01027

    • SMF16 Compliance Oversight (28 Apr 2021 to 29 Jun 2022)
    • [FCA CF] Significant management (15 Dec 2020 to 27 Apr 2021)
  • Trevor John Matthews

    IRN TJM01140

    • CF1 Director (2 Dec 2011 to 8 May 2013)
  • Vicki Jane Mclean

    IRN VJH01026

    • [FCA CF] Significant management (2 Feb 2022 to 31 Mar 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.