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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David Goodier
IRN DXG01493
- (192)CF1 Director (AR) (18 Feb 2019 to 24 Dec 2020)
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David Hampton
IRN DXH01972
- (141)CF1 Director (AR) (15 Jul 2014 to 22 Aug 2025)
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David Ian Johnston
IRN DXJ00222
- (224)CF1 Director (AR) (26 Apr 2022 to 25 Apr 2025)
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David John Robertson
IRN DJR01269
- (64)CF1 Director (AR) (12 Nov 2012 to 12 Nov 2015)
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David Paul Brown
IRN DPB01143
- (156)CF1 Director (AR) (31 Aug 2012 to 14 Jan 2022)
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David Powell
IRN DXP01872
- (139)CF1 Director (AR) (27 Aug 2014 to 19 Nov 2021)
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Edward Charles Jackson
IRN EXJ00030
- (293)SMF18 Other Overall Responsibility (17 Feb 2021 to 2 Sep 2022)
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Edward Geoffrey Marsh-Roubotham
IRN EGM01030
- (108)CF2 Non Executive Director (1 Jul 2010 to 9 Jul 2012)
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Edward Gordon Bartlett
IRN EXB90764
- (150)CF1 Director (AR) (11 Aug 2020 to 24 Oct 2022)
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Eileen Marjorie Hepworth
IRN EMH01048
- (73)CF1 Director (AR) (20 Jan 2010 to 17 Nov 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Shian Housing Association Ltd (no longer appointed)
FRN 517689 · Appointed 10 Feb 2010 · Until 24 May 2012
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Preston Hill Estates Ltd (no longer appointed)
FRN 517649 · Appointed 10 Feb 2010 · Until 2 May 2017
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PPC Property Management Ltd (no longer appointed)
FRN 517404 · Appointed 4 Feb 2010 · Until 9 Feb 2016
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Select Property Letting Ltd (no longer appointed)
FRN 517311 · Appointed 3 Feb 2010 · Until 13 May 2010
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Je Je Barons Estate Agents (no longer appointed)
FRN 517288 · Appointed 3 Feb 2010 · Until 24 Oct 2013
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (276)Responsible for Insurance Distribution
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controlled function added: (275)CF2 Non Executive Director
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controlled function added: (274)SMF7 Group Entity Senior Manager
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controlled function added: (273)CF1 Director
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controlled function added: (272)SMF2 Chief Finance
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controlled function added: (271)SMF3 Executive Director
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controlled function added: (270)SMF3 Executive Director
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controlled function added: (269)SMF18 Other Overall Responsibility
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controlled function added: (268)CF2 Non Executive Director
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controlled function added: (267)SMF18 Other Overall Responsibility