Date authorised
1 April 2013
Companies House
00485850
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Swan Court
    11 Worple Road
    Wimbledon
    London
    SW19 4JS
    UNITED KINGDOM
    Phone
    +4402089467777
  • Complaints Contact

    Swan Court
    11 Worple Road
    Wimbledon
    London
    SW19 4JS
    UNITED KINGDOM
    Phone
    +4402089467777

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
  • 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

  • Manages Insurance Policies

    For All, Assistance, Damage to property, General liability, Miscellaneous financial loss

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Issues Insurance

    For All, Assistance, Damage to property, General liability, Miscellaneous financial loss

  • 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.

  • Patricia Roufca

    IRN PXR00206

    • SMF14 Senior Independent Director (since 12 Nov 2024)
  • Paul Allan Lee

    IRN PAL01152

    • CF28 Systems and controls (13 Jul 2012 to 8 Sep 2014)
    • CF1 Director (1 Apr 2007 to 8 Sep 2014)
  • Paul Davies

    IRN PXD00377

    • [FCA CF] Significant management (since 7 Mar 2024)
  • Paul Read

    IRN PXR00246

    • [FCA CF] Significant management (1 Oct 2021 to 26 Apr 2022)
  • Peter Bevan

    IRN PXB00591

    • [FCA CF] Significant management (since 26 May 2023)
  • Peter Charles Griffiths

    IRN PCG01027

    • CF1 Director (12 Aug 2002 to 14 Dec 2007)
  • Peter William James Rutland

    IRN PWR01045

    • SMF7 Group Entity Senior Manager (10 Dec 2018 to 21 Nov 2022)
    • SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 9 Dec 2018)
    • CF2 Non Executive Director (13 Jan 2014 to 6 Mar 2016)
  • Phillip Ronald Leitch

    IRN PXL86909

    • [FCA CF] Significant management (since 17 Jan 2022)
    • SMF24 Chief Operations (29 Sep 2020 to 17 Jan 2022)
  • Rachael Clayton

    IRN RXC00289

    • [FCA CF] Significant management (since 1 Dec 2021)
  • Ramneek Sohal

    IRN RXS01008

    • [FCA CF] Significant management (7 Mar 2024 to 17 Sep 2025)

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.