Date authorised
19 July 2016
Companies House
06993053
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    26 Kings Hill Avenue
    West Malling
    ME19 4AE
    UNITED KINGDOM
    Phone
    +441732753910
  • Complaints Contact

    26 Kings Hill Avenue
    Kings Hill
    West Malling
    Kent
    ME19 4AE
    UNITED KINGDOM
    Phone
    +4401732753910

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.

  • Kevin Johnson

    IRN KXJ00170

    • CF1 Director (AR) (since 23 Jan 2024)
  • Lianne Jayne Goddard

    IRN LXG16841

    • SMF3 Executive Director (21 Sep 2022 to 8 Nov 2023)
    • SMF29 Limited scope function (limited scope SMCR firms only) (27 May 2021 to 21 Sep 2022)
    • CF1 Director (30 Jul 2019 to 8 Dec 2019)
  • Lorenzo Tejada-Orrell

    IRN LXT00189

    • CF1 Director (AR) (since 8 Aug 2022)
  • Mandy Kay Stephens

    IRN MXS00963

    • SMF3 Executive Director (27 May 2022 to 1 Sep 2022)
  • Mark Allwood

    IRN MXA01770

    • CF1 Director (AR) (30 Jan 2020 to 13 Dec 2021)
  • Mark Daniel Johnston

    IRN MDJ01071

    • CF1 Director (AR) (since 12 Feb 2021)
    • CF1 Director (AR) (7 Apr 2020 to 4 Aug 2020)
  • Matthew Green

    IRN MXG00924

    • CF1 Director (AR) (since 2 Jan 2026)
  • Matthew Philip Bowes Cockcroft

    IRN MXC00625

    • SMF3 Executive Director (22 Jan 2022 to 1 Sep 2022)
  • Matthew Snowdon Le Breton

    IRN MSL01042

    • SMF9 Chair of the Governing Body (since 27 Jun 2025)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2020 to 27 Jun 2025)
    • CF2 Non Executive Director (26 Jun 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (1 Oct 2018 to 28 Feb 2019)
    • CF1 Director (19 Jul 2016 to 26 Jun 2019)
    • Responsible for Insurance Mediation (19 Jul 2016 to 30 Sep 2018)
    • CF29 Significant management (19 Jul 2016 to 27 Feb 2019)
  • Michael Dix

    IRN MXD00581

    • CF1 Director (AR) (since 12 May 2023)

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.