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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Aaron Ross Porter
IRN ARP01142
- (243)CF2 Non Executive Director (1 Jul 2010 to 30 Jun 2011)
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Aden Levin
IRN AXL01879
- (40)CF1 Director (AR) (26 Jun 2013 to 4 Sep 2015)
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Adrian Peter Bowcher
IRN AXB00898
- (157)CF1 Director (AR) (20 Jan 2022 to 22 Jun 2022)
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Alan Edwards
IRN AXE01191
- (122)Responsible for Insurance Mediation (14 Jan 2005 to 17 Feb 2010)
- (123)CF1 Director (AR) (14 Jan 2005 to 6 Dec 2011)
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Alison Catherine Meckiffe
IRN AXM27289
- (262)Responsible for Insurance Distribution (5 Oct 2020 to 17 Jul 2024)
- (263)SMF3 Executive Director (5 Oct 2020 to 17 Jul 2024)
- (264)SMF1 Chief Executive (5 Oct 2020 to 17 Jul 2024)
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Alison Hartwell
IRN AXH02537
- (32)CF1 Director (AR) (4 Nov 2014 to 1 Dec 2015)
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Alistair Keith Walker
IRN AKW01046
- (195)CF1 Director (AR) (8 Jan 2010 to 25 Jul 2024)
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Alister Francis Strahan
IRN AXS11911
- (191)CF1 Director (AR) (26 Feb 2019 to 5 Feb 2021)
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Andrew Edward Matthew King
IRN AXK06501
- (128)CF1 Director (AR) (25 Sep 2018 to 15 Oct 2019)
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Andrew Golding
IRN AXG00520
- (162)CF1 Director (AR) (2 Feb 2022 to 8 Nov 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Waterstone Property Lettings & Estates Ltd (no longer appointed)
FRN 519983 · Appointed 12 Mar 2010 · Until 2 Jul 2012
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Rogers & Partners Residential Letting Agents (no longer appointed)
FRN 422044 · Appointed 12 Mar 2010 · Until 7 Mar 2018
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1st Choice Properties (SRAL) Ltd (no longer appointed)
FRN 519877 · Appointed 11 Mar 2010 · Until 17 Jan 2014
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Bensons Residential Lettings (no longer appointed)
FRN 425026 · Appointed 10 Mar 2010 · Until 14 Dec 2010
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