Dale Managing Agency Limited

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Addresses

The contact details this firm has registered with the FCA.

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
Arranges Investments

For All, Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Rights to or interests in investments, Underwriting capacity of a Lloyd's syndicate
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 All, Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Rights to or interests in investments, Underwriting capacity of a Lloyd's syndicate
Lloyd's Syndicate Management

For All, Rights to or interests in investments, Underwriting capacity of a Lloyd's syndicate

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

Duncan Henderson Dale
IRN DHD01028
- SMF3 Executive Director (since 3 Jul 2023)
- CF1 Director (AR) (since 10 Oct 2022)
- CF3 Chief Executive (AR) (since 10 Oct 2022)
- SMF1 Chief Executive (since 14 Sep 2022)
- Responsible for Insurance Distribution (since 14 Sep 2022)
- SMF24 Chief Operations (3 Jul 2023 to 5 Mar 2025)
Emma Joanne Croucher
IRN EXC00258
- [PRA CF] Significant risk taker or Material risk taker (1 Jan 2023 to 13 Dec 2024)
Francesca Suzanne Peterson
IRN FXP00075
- [PRA CF] Significant risk taker or Material risk taker (since 1 Jan 2023)
Heather Roberta McKinlay
IRN HRV01004
- SMF11 Chair of the Audit Committee (since 14 Sep 2022)
Ian Joseph Bridge
IRN IJB01076
- SMF23 Chief Underwriting Officer (since 14 Nov 2024)
- CF1 Director (AR) (since 6 Oct 2022)
- [PRA CF] Significant risk taker or Material risk taker (1 Jan 2023 to 14 Nov 2024)
John Peter Hastings-Bass
IRN JPH00023
- SMF9 Chair of the Governing Body (since 14 Sep 2022)
- SMF13 Chair of the Nominations Committee (14 Sep 2022 to 10 Jul 2025)
- SMF12 Chair of the Remuneration Committee (14 Sep 2022 to 10 Jul 2025)
John William Hume
IRN JWH01038
- Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2022)
Jonathan Michael Tilman
IRN JMT01211
- SMF20 Chief Actuary (1 Dec 2025 to 2 Feb 2026)
Lydia Maria Rhodes
IRN LXR11961
- SMF20 Chief Actuary (since 10 Apr 2026)
Marcus Oliver Turner
IRN MOT33285
- [PRA CF] Significant risk taker or Material risk taker (since 1 Jan 2024)

Smaller firms operating under this firm's FCA authorisation.

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.