David Upshall Insurance Services

Date authorised
1 April 2013
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    David Upshall Insurance Services
    44 South Street
    Dorchester
    Dorset
    DT1 1DQ
    UNITED KINGDOM
    Phone
    +441305268883
    Web
    https://www.davidupshall.co.uk

  • Complaints Contact

    David Upshall Insurance Services
    44 South Street
    Dorchester
    Dorset
    DT1 1DQ
    UNITED KINGDOM
    Phone
    +441305268883

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

    For Commercial, Retail (Non-Investment Insurance)

  • 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.

  • Brenda Jean Upshall

    IRN BJU00003

    • CF4 Partner (19 Jan 2005 to 2 Oct 2012)
  • David Franklyn Upshall

    IRN DFU00003

    • [FCA CF] Significant management (since 9 Dec 2020)
    • [FCA CF] CASS oversight function (since 9 Dec 2019)
    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
    • CF4 Partner (31 Oct 2004 to 8 Dec 2019)
  • Ian Glanville Rees

    IRN IGR01008

    • CF4 Partner (31 Oct 2004 to 3 Jan 2017)
  • Mary Isabel Rees

    IRN MIR01020

    • CF4 Partner (20 Jan 2005 to 3 Jan 2017)
  • Michael David Simon Edgeley

    IRN MDE01061

    • SMF3 Executive Director (since 11 Jun 2025)
    • SMF1 Chief Executive (8 Jan 2025 to 12 Jun 2025)
  • Philip Williams

    IRN PXW00171

    • SMF3 Executive Director (since 8 Jan 2025)
  • Sharon Yvonne John

    IRN SYJ00004

    • CF4 Partner (16 Aug 2010 to 3 Jan 2012)
    • CF29 Significant management (13 Mar 2009 to 3 Jan 2012)
    • Responsible for Insurance Mediation (13 Mar 2009 to 3 Jan 2012)
  • Timothy John Money

    IRN TJM01217

    • SMF3 Executive Director (since 2 Jan 2025)

Recent activity

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

No changes recorded yet.