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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Peter Richmond Bell
IRN PRB01174
- (39)CF1 Director (AR) (1 Jan 2009 to 25 Mar 2019)
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Philip Andrew Garner
IRN PXG00146
- (238)[FCA CF] Significant management (9 Dec 2019 to 29 Aug 2025)
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Philip Leslie Symes
IRN PLS01091
- (242)CF1 Director (AR) (15 May 2018 to 8 Jun 2022)
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Philip Negus
IRN PXN01309
- (33)CF1 Director (AR) (25 Jun 2014 to 12 Nov 2015)
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Philip Stuart Asher
IRN PSA01043
- (26)CF1 Director (AR) (23 Apr 2014 to 9 Feb 2018)
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Philip William Russell
IRN PWR01051
- (146)CF1 Director (AR) (13 Sep 2012 to 1 Oct 2018)
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Philippa Claire Trentham
IRN PCT01028
- (174)CF1 Director (AR) (16 Dec 2011 to 16 Feb 2022)
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Rachel Harriet Wilkinson
IRN RXW00223
- (137)CF1 Director (AR) (8 Apr 2021 to 28 Nov 2024)
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Rachel Helen Hubbard
IRN RHH01053
- (99)CF1 Director (AR) (11 Jan 2011 to 13 Oct 2015)
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Rachel Susan Keogh
IRN RSK01047
- (52)CF1 Director (AR) (30 Aug 2012 to 30 Mar 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Symon Donovan Properties Limited (no longer appointed)
FRN 520889 · Appointed 22 Mar 2010 · Until 11 Aug 2014
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Brian Smith Property Management Ltd (no longer appointed)
FRN 422454 · Appointed 22 Mar 2010 · Until 10 Feb 2014
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Grosvenor Properties (UK) Limited (no longer appointed)
FRN 415622 · Appointed 22 Mar 2010 · Until 2 May 2012
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Ashley and Webb Limited (no longer appointed)
FRN 411687 · Appointed 22 Mar 2010 · Until 23 Oct 2013
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Best Choice Estate Agents Ltd (no longer appointed)
FRN 520769 · Appointed 19 Mar 2010 · Until 4 Apr 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