Cass-Stephens Insurances Limited

Watch for changes

Addresses

The contact details this firm has registered with the FCA.

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 Hide limitations
- · 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
Stockbroking

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

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

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

Hilary Raine Cass
IRN HRC00003
- CF1 Director (14 Jan 2005 to 12 Jan 2010)
James Atkinson Cass
IRN JAC00140
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- CF8 Apportionment and Oversight (24 Aug 2007 to 31 Mar 2009)
- CF1 Director (14 Jan 2005 to 8 Dec 2019)
- Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
Matthew Michael Cass
IRN MMC01030
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Mediation (14 Jan 2005 to 14 Jan 2005)
- CF1 Director (14 Jan 2005 to 8 Dec 2019)
Michael James Cass
IRN MJC00015
- CF1 Director (14 Jan 2005 to 22 Apr 2007)
- Responsible for Insurance Mediation (14 Jan 2005 to 22 Apr 2007)
Paul Graham Baldwin
IRN PGB01122
- SMF3 Executive Director (since 9 Dec 2019)
- CF1 Director (13 Apr 2011 to 8 Dec 2019)
Terence Michael Andrews
IRN TMA00002
- CF1 Director (14 Jan 2005 to 4 Sep 2009)
- CF8 Apportionment and Oversight (14 Jan 2005 to 22 Aug 2007)
- Responsible for Insurance Mediation (14 Jan 2005 to 4 Sep 2009)

Smaller firms operating under this firm's FCA authorisation.

Brian Clark & Co
FRN 848506 · Appointed 10 Oct 2019
National Holiday & Home Parks Alliance Ltd
FRN 842762 · Appointed 2 Sep 2019
Albright IP Ltd
FRN 772795 · Appointed 28 Feb 2017
Scotts Holiday Village Ltd
FRN 504586 · Appointed 5 Aug 2009
Redlink Alliance Limited (no longer appointed)
FRN 623811 · Appointed 24 Jul 2020 · Until 22 Nov 2021
Haulfryn Group Limited (no longer appointed)
FRN 418330 · Appointed 5 Dec 2019 · Until 11 Feb 2021
Silent Women Parks (no longer appointed)
FRN 914988 · Appointed 11 Oct 2019 · Until 19 Jan 2023
Amroth Bay Holidays (no longer appointed)
FRN 913900 · Appointed 20 Sep 2019 · Until 17 Jan 2023
PORTMAN & PORTMAN PROPERTY MANAGEMENT LTD (no longer appointed)
FRN 419183 · Appointed 13 Sep 2019 · Until 28 Jan 2021
Moorlands Caravan & Camping Park Limited (no longer appointed)
FRN 528717 · Appointed 28 Aug 2019 · Until 17 Jan 2023

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.