Date authorised
1 April 2013
Companies House
02288929
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Willows
    Briar Road
    Send
    Woking
    Surrey
    GU23 7AN
    UNITED KINGDOM
    Phone
    +4401372621101
  • Complaints Contact

    Willows
    Briar Road
    Send
    Woking
    Surrey
    GU23 7AN
    UNITED KINGDOM
    Phone
    +441372621101

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

  • 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.

  • Andrew James Patrick Scannell

    IRN AJS01737

    • SMF3 Executive Director (since 7 Apr 2026)
    • Responsible for Insurance Distribution (since 7 Apr 2026)
  • Heidi Ayoub

    IRN HXA01126

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 9 Dec 2025)
    • SMF3 Executive Director (9 Dec 2019 to 20 Nov 2025)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Lynsey Brannagan

    IRN LXB00780

    • [FCA CF] CASS oversight function (since 31 Mar 2025)
    • [FCA CF] Significant management (since 31 Mar 2025)
  • Marc Coster

    IRN MXC01347

    • SMF3 Executive Director (17 Jul 2025 to 4 Mar 2026)
  • Vanessa Mills

    IRN VXM00155

    • Director of firm who is not a certification employee or a SMF manager (since 1 Jun 2022)
    • [FCA CF] Client dealing (since 1 Jun 2022)
  • Wissam Ayoub

    IRN WXA01056

    • SMF16 Compliance Oversight (2 Mar 2021 to 16 Mar 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (2 Mar 2021 to 16 Mar 2026)
    • SMF3 Executive Director (9 Dec 2019 to 16 Mar 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 16 Mar 2026)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)

Recent activity

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

No changes recorded yet.