Date authorised
1 April 2013
Companies House
03979666
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3000 Lakeside
    North Harbour
    Western Road
    Portsmouth
    Hampshire
    PO6 3EN
    UNITED KINGDOM
    Phone
    +443339997920
  • Complaints Contact

    3000 Lakeside
    North Harbour
    Western Road
    Portsmouth
    Hampshire
    PO6 3EN
    UNITED KINGDOM
    Phone
    +443339997920

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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.

  • Paul David Battagliola

    IRN PDB01109

    • Responsible for Insurance Mediation (14 Jan 2005 to 13 Sep 2005)
    • CF19 Significant Mgt (Financial Resources) (14 Jan 2005 to 13 Sep 2005)
    • CF17 Significant Mgt (Other Business Operations) (14 Jan 2005 to 13 Sep 2005)
    • CF14 Risk Assessment (14 Jan 2005 to 13 Sep 2005)
    • CF13 Finance (14 Jan 2005 to 13 Sep 2005)
  • Paul Richard Kelsey

    IRN PRK01038

    • CF1 Director (AR) (25 Oct 2006 to 14 Dec 2007)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF3 Chief Executive (14 Jan 2005 to 1 Jan 2013)
    • Responsible for Insurance Mediation (14 Jan 2005 to 20 Nov 2012)
  • Paul Samson

    IRN PXS00984

    • CF3 Chief Executive (AR) (since 6 Feb 2026)
  • Paul Sisson

    IRN PXS02249

    • SMF3 (AR) Executive Director function (9 Dec 2019 to 13 Feb 2024)
    • CF1 Director (AR) (23 Oct 2012 to 8 Dec 2019)
  • Peter Antony Stansfield

    IRN PAS01304

    • CF28 Systems and controls (17 Dec 2018 to 26 Nov 2019)
  • Rebecca Collins

    IRN RXC19311

    • CF1 Director (AR) (30 Aug 2019 to 15 Dec 2021)
  • Robert John Malvisi

    IRN RJM01446

    • CF1 Director (AR) (21 Apr 2010 to 15 Sep 2010)
  • Romain Pierre Noel Daufouy

    IRN RXD25716

    • SMF3 Executive Director (3 Mar 2020 to 4 Jun 2024)
  • Ruth Grossett

    IRN RXG00183

    • [FCA CF] Significant management (18 Feb 2021 to 28 Jan 2022)
  • Simon Miles Daniel

    IRN SMD01130

    • CF1 Director (28 Jun 2010 to 1 Jul 2014)
    • CF28 Systems and controls (29 Sep 2008 to 28 Jun 2010)

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.