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.

  • George Malcolm Williamson

    IRN GMW01080

    • CF2 Non Executive Director (29 Apr 2015 to 31 Dec 2015)
  • Georgina Potter

    IRN GXR09379

    • SMF7 Group Entity Senior Manager (since 6 Sep 2022)
  • Gil Talbot Baldwin

    IRN GTB01032

    • Responsible for Insurance Mediation (25 Oct 2006 to 9 Oct 2009)
    • CF3 Chief Executive (25 Oct 2006 to 9 Oct 2009)
    • CF1 Director (25 Oct 2006 to 9 Oct 2009)
  • Glyn Anthony Barker

    IRN GAB01120

    • CF2 Non Executive Director (27 Feb 2012 to 31 Dec 2015)
  • Gordon Rutherford

    IRN GXR00214

    • [FCA CF] Significant management (17 Oct 2022 to 1 Jul 2023)
  • Graham Stirling Boffey

    IRN GSB01058

    • Responsible for Insurance Mediation (14 Jan 2005 to 25 Oct 2006)
    • CF3 Chief Executive (14 Jan 2005 to 13 Feb 2007)
    • CF1 Director (14 Jan 2005 to 15 Jun 2011)
  • Gregory Neilson

    IRN GRN01029

    • [FCA CF] Significant management (since 9 Mar 2026)
  • Hiteshkumar Rameshchandra Patel

    IRN HRP01019

    • CF2 Non Executive Director (5 Nov 2013 to 31 Dec 2015)
  • Hortense Frisby

    IRN HXF09765

    • [FCA CF] Significant management (3 Aug 2021 to 1 Sep 2022)
  • Howard Grand

    IRN HXG00178

    • [FCA CF] Significant management (since 1 Oct 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Ian Goldring (no longer appointed)

    FRN 431219 · Appointed 18 Apr 2005 · Until 25 Nov 2005

  • Ron McGeown (no longer appointed)

    FRN 430225 · Appointed 29 Mar 2005 · Until 26 Oct 2005

  • Thomas A Rankin (no longer appointed)

    FRN 426961 · Appointed 16 Feb 2005 · Until 13 May 2005

  • Robert Johnson (no longer appointed)

    FRN 425202 · Appointed 27 Jan 2005 · Until 6 May 2005

  • William Busst (no longer appointed)

    FRN 424146 · Appointed 20 Jan 2005 · Until 11 Jul 2005

  • Jacqueline Machin-Smith (no longer appointed)

    FRN 424145 · Appointed 20 Jan 2005 · Until 30 Sep 2005

  • Frank Warn Associates (no longer appointed)

    FRN 422810 · Appointed 14 Jan 2005 · Until 30 Sep 2005

  • Femonco (no longer appointed)

    FRN 411481 · Appointed 14 Jan 2005 · Until 31 Jan 2011

  • Carlow House Associates Ltd (no longer appointed)

    FRN 416168 · Appointed 14 Jan 2005 · Until 17 Apr 2008

  • Eddie Greenan (no longer appointed)

    FRN 411314 · Appointed 14 Jan 2005 · Until 30 Sep 2005

Recent activity

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

No changes recorded yet.