Date authorised
1 April 2013
Companies House
00467956
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    34 St. Georges Place
    Canterbury
    Kent
    CT1 1XB
    UNITED KINGDOM
    Phone
    +4401227451133
  • Complaints Contact

    Prudent House
    50 Yardley Road
    Acocks Green
    Birmingham
    Birmingham
    B27 6LG
    UNITED KINGDOM
    Phone
    +4401227451133

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.

  • Anthony james Adler

    IRN AJA01148

    • SMF3 Executive Director (since 20 Jan 2023)
    • Responsible for Insurance Distribution (since 20 Jan 2023)
  • Christian Graeme Poulsen

    IRN CGP01032

    • [FCA CF] Significant management (3 Jul 2023 to 22 Feb 2024)
    • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 3 Jul 2023)
    • SMF1 Chief Executive (9 Dec 2019 to 22 Jan 2024)
    • SMF3 Executive Director (9 Dec 2019 to 27 Jan 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 22 Jan 2024)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF3 Chief Executive (14 Jan 2005 to 8 Dec 2019)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Johann Nathan Davey

    IRN JXD80996

    • SMF3 Executive Director (since 3 Feb 2023)
  • Neil Thomsett

    IRN NXT25333

    • SMF3 Executive Director (14 May 2025 to 28 Oct 2025)
  • Paul Goodman

    IRN PXG81757

    • SMF3 Executive Director (since 15 May 2025)
    • Responsible for Insurance Distribution (since 15 May 2025)
  • Robert John Cheesman

    IRN RJC01257

    • [FCA CF] Significant management (3 Jul 2023 to 22 Feb 2024)
    • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 3 Jul 2023)
    • SMF3 Executive Director (9 Dec 2019 to 22 Jan 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 22 Jan 2024)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Susan Jane Poulsen

    IRN SJP01246

    • [FCA CF] Significant management (3 Jul 2023 to 22 Feb 2024)
    • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 3 Jul 2023)
    • SMF3 Executive Director (9 Dec 2019 to 22 Jan 2024)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.