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.

  • Kirstie Caneparo

    IRN KXC01268

    • CF1 Director (23 Oct 2014 to 24 Nov 2015)
  • Kirstine Ann Cooper

    IRN KAC01088

    • [FCA CF] Manager of certification employee (15 Jul 2022 to 31 Dec 2023)
  • Lindsey Rix-Broom

    IRN LXM01731

    • Responsible for Insurance Distribution (30 Apr 2020 to 14 Apr 2021)
    • SMF18 Other Overall Responsibility (30 Apr 2020 to 30 Apr 2020)
    • [FCA CF] Manager of certification employee (3 Apr 2020 to 14 Apr 2021)
    • CF1 Director (14 Jan 2016 to 12 Apr 2018)
  • Lisa Jane Ost

    IRN LXO00026

    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2020)
  • Lisa Jayne Bartlett

    IRN LXB00474

    • [FCA CF] Significant management (since 2 Aug 2022)
  • Louise Kate Harper

    IRN LKH01028

    • CF10 Compliance Oversight (2 Dec 2009 to 6 Apr 2010)
  • Louise Mary Kirkbride

    IRN LXK27377

    • SMF18 Other Overall Responsibility (15 Apr 2020 to 30 Sep 2021)
    • [FCA CF] Significant management (31 Mar 2020 to 14 Apr 2020)
  • Lucy Dearing

    IRN LXD00453

    • [FCA CF] Significant management (since 22 Sep 2025)
  • Lucy Kate Williams

    IRN LKW00011

    • CF10 Compliance Oversight (9 Jun 2008 to 2 Dec 2009)
  • Madeleine Nolan

    IRN MXN00063

    • SMF18 Other Overall Responsibility (20 Feb 2024 to 31 Mar 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Desmond Adamson (no longer appointed)

    FRN 414549 · Appointed 14 Jan 2005 · Until 31 Oct 2012

  • C M R Barnes (no longer appointed)

    FRN 411342 · Appointed 14 Jan 2005 · Until 30 Sep 2005

  • Alistair Scadden (no longer appointed)

    FRN 411484 · Appointed 14 Jan 2005 · Until 11 Jul 2005

  • Dee Gillard (no longer appointed)

    FRN 411313 · Appointed 14 Jan 2005 · Until 31 Oct 2012

  • Bryan Freeden (no longer appointed)

    FRN 418945 · Appointed 14 Jan 2005 · Until 1 Oct 2005

  • David Egginton (no longer appointed)

    FRN 411346 · Appointed 14 Jan 2005 · Until 1 Nov 2007

  • David Connell (no longer appointed)

    FRN 411327 · Appointed 14 Jan 2005 · Until 31 Dec 2012

  • BOOTS HEALTHCARE LIMITED (no longer appointed)

    FRN 414551 · Appointed 14 Jan 2005 · Until 8 Nov 2006

  • Alison Smart (no longer appointed)

    FRN 411318 · Appointed 14 Jan 2005 · Until 30 Sep 2005

  • Aequus (no longer appointed)

    FRN 411490 · Appointed 14 Jan 2005 · Until 20 Dec 2005

Recent activity

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

No changes recorded yet.