Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Third Floor SouthQuadrangleCheltenhamGloucestershireGL50 1PZUNITED KINGDOM- Phone
- +4407785628056
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Complaints Contact
Third Floor SouthQuadrangleCheltenhamGloucestershireGL50 1PZUNITED KINGDOM- Phone
- +4403332341447
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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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.
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Simon Charles Tregoning
IRN SCT01093
- (222)CF1 Director (AR) (5 Dec 2017 to 7 Jan 2025)
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Stephen John Broomhall
IRN SXB28511
- (169)CF1 Director (AR) (17 Feb 2020 to 20 Jan 2023)
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Stephen Ludnow
IRN SXL02143
- (209)CF1 Director (AR) (1 Nov 2016 to 18 Jan 2021)
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Stephen Richard Scott
IRN SRS01118
- (152)CF1 Director (AR) (18 May 2009 to 5 Feb 2021)
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Stephen Wheeler
IRN SXW01938
- (113)CF1 Director (AR) (29 Nov 2013 to 8 Jul 2015)
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Steven Ian Grace
IRN SXG86722
- (151)CF1 Director (AR) (2 Jul 2020 to 17 Nov 2022)
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Steven Robert Grindlay
IRN SRG01104
- (38)CF1 Director (AR) (17 Sep 2013 to 1 Mar 2018)
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Stuart Paul Rootham
IRN SPR01062
- (240)SMF3 Executive Director (21 Mar 2024 to 31 Dec 2024)
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Terance Thornhill
IRN TXT01407
- (28)CF1 Director (AR) (22 Jan 2015 to 22 Feb 2018)
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Teresa Bennett
IRN TXB01760
- (216)CF1 Director (AR) (14 Jun 2016 to 18 Jan 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Rental Company (NI) Limited - The (no longer appointed)
FRN 521243 · Appointed 26 Mar 2010 · Until 7 Mar 2018
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Mead Property Management Services Ltd (no longer appointed)
FRN 433811 · Appointed 26 Mar 2010 · Until 16 May 2012
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Jones Robinson (Newbury) Ltd (no longer appointed)
FRN 521265 · Appointed 26 Mar 2010 · Until 24 May 2010
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Curry & Partners Management Ltd (no longer appointed)
FRN 521264 · Appointed 26 Mar 2010 · Until 30 Nov 2012
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (286)CF2 Non Executive Director
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controlled function added: (285)SMF9 Chair of the Governing Body
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controlled function added: (284)CF2 Non Executive Director
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controlled function added: (283)CF1 Director
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controlled function added: (282)CF3 Chief Executive
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controlled function added: (281)CF13 Finance
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controlled function added: (280)CF14 Risk Assessment
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controlled function added: (279)CF28 Systems and controls
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controlled function added: (278)SMF1 Chief Executive
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controlled function added: (277)Responsible for Insurance Mediation