Date authorised
1 April 2013
Companies House
03933031
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Part 2nd Floor
    88 Leadenhall Street
    London
    EC3A 3BP
    UNITED KINGDOM
    Phone
    +442074887950
  • Complaints Contact

    Part 2nd Floor
    88 Leadenhall Street
    London
    EC3A 3BP
    UNITED KINGDOM
    Phone
    +442074887950

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

  • Stockbroking

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

  • Debt Plan Admin

  • 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.

  • Ian Maurice Haldenby

    IRN IXH00067

    • [FCA CF] Significant management (9 Dec 2019 to 7 Sep 2024)
  • Jason Joel Ozin

    IRN JXO00079

    • [FCA CF] Significant management (9 Dec 2019 to 12 Nov 2024)
  • Jean-Paul d’Offay de Rieux

    IRN JXD00772

    • [FCA CF] Significant management (6 Jul 2023 to 12 Nov 2024)
  • Joanna Newson

    IRN JXN01387

    • CF30 Customer (28 May 2013 to 23 Jul 2014)
  • Joanne Payne

    IRN JXP00759

    • SMF3 Executive Director (13 Mar 2023 to 13 Sep 2024)
  • John Patrick Satchwell

    IRN JPS01160

    • CF1 Director (14 Jan 2005 to 1 Nov 2012)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 12 Sep 2012)
    • CF3 Chief Executive (14 Jan 2005 to 12 Sep 2012)
  • Luke Everall

    IRN LXE00042

    • [FCA CF] Significant management (9 Dec 2019 to 12 Nov 2024)
  • Marcus James Simeoni

    IRN MJS01395

    • CF1 Director (14 Jan 2005 to 1 Oct 2005)
  • Martin David Edwards

    IRN MDE01060

    • CF1 Director (AR) (14 Jun 2011 to 27 Sep 2016)
  • Maxine Allen

    IRN MXA00288

    • [FCA CF] Significant management (9 Dec 2019 to 12 Nov 2024)

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.