Date authorised
23 September 2016
Companies House
OC318704
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Old Dairy
    Winchester Hill
    Sutton Scotney
    Winchester
    Hampshire
    SO21 3NZ
    UNITED KINGDOM
    Phone
    +441962763900
  • Complaints Contact

    The Old Dairy
    Winchester Hill
    Sutton Scotney
    Winchester
    Hampshire
    SO21 3NZ
    UNITED KINGDOM
    Phone
    +441962763900

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

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • 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.

  • Alastair Stuart Wilson

    IRN ASW01144

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (23 Sep 2016 to 8 Dec 2019)
  • Andrew Charles Bays

    IRN ACB01279

    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (23 Sep 2016 to 30 Sep 2018)
    • CF4 Partner (23 Sep 2016 to 8 Dec 2019)
  • Henry William McCowen

    IRN HWM01020

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (23 Sep 2016 to 8 Dec 2019)
  • Iain Jonathan Ellison Curry

    IRN IJC01068

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (23 Sep 2016 to 8 Dec 2019)
  • Rosamund Isobel Foreman

    IRN RIF01017

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (23 Sep 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.