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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Thomas George Saunders
IRN TGS01044
- (201)CF1 Director (AR) (25 May 2017 to 14 Mar 2022)
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Thomas James Shorey
IRN TJS01179
- (85)CF1 Director (AR) (21 Aug 2012 to 7 Aug 2014)
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Thomas Stead
IRN TXS03740
- (236)[FCA CF] Significant management (1 Dec 2021 to 1 Dec 2024)
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Tim Holliday
IRN TXH01342
- (225)Responsible for Insurance Mediation (15 Jul 2014 to 31 Aug 2015)
- (226)CF3 Chief Executive (1 Jul 2014 to 31 Aug 2015)
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Timothy May
IRN TXM00438
- (218)CF1 Director (AR) (21 Dec 2022 to 9 Jan 2025)
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Timothy Murray Johnson
IRN TMJ01025
- (119)CF1 Director (AR) (1 Jan 2009 to 11 Sep 2014)
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Toni Kristian Pearce
IRN TKP01014
- (57)CF2 Non Executive Director (1 Apr 2014 to 30 Jun 2015)
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Valeria Hennessy
IRN VXH00002
- (148)CF1 Director (AR) (2 Sep 2020 to 12 Dec 2022)
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Victoria Cunningham
IRN VXC01246
- (29)CF1 Director (AR) (26 Jan 2015 to 26 Oct 2015)
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Vikash Patel
IRN VXP07205
- (199)CF1 Director (AR) (16 Oct 2018 to 20 Jan 2023)
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