Date authorised
13 March 2020
Companies House
08068698
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    35 Smithbrook Kilns
    Cranleigh
    Surrey
    GU6 8JJ
    UNITED KINGDOM
    Phone
    +4407799033052
  • Complaints Contact

    35 Smithbrook Kilns
    Cranleigh
    Surrey
    GU6 8JJ
    UNITED KINGDOM
    Phone
    +4407799033052

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, 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, Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Non-investment insurance contracts

  • Stockbroking

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

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

  • Gary John Head

    IRN GJH01063

    • SMF3 Executive Director (since 16 Aug 2025)
  • Rosemary Dufty

    IRN RXD67477

    • SMF3 Executive Director (13 Mar 2020 to 3 Nov 2025)
  • Zahid Naqvi

    IRN ZXN01028

    • Responsible for Insurance Distribution (since 13 Mar 2020)
    • SMF3 Executive Director (since 13 Mar 2020)

Recent activity

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

No changes recorded yet.