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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Hollie Brooks
IRN HXB01563
- (23)CF1 Director (AR) (28 Oct 2015 to 13 Jan 2020)
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Ian Boulger
IRN IXB01561
- (221)CF1 Director (AR) (30 Mar 2022 to 11 Apr 2025)
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Ian David Dodd
IRN IDD01019
- (135)CF1 Director (AR) (30 Apr 2014 to 1 Oct 2020)
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Ian Dignum
IRN IXD01296
- (16)CF1 Director (AR) (18 Jan 2016 to 15 Aug 2018)
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Ian James Webb
IRN IJW01058
- (204)CF1 Director (AR) (4 Apr 2017 to 2 Nov 2021)
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Ian Robert Passmore
IRN IRP00024
- (74)Responsible for Insurance Mediation (17 Feb 2010 to 2 Jul 2014)
- (75)CF3 Chief Executive (5 May 2009 to 2 Jul 2014)
- (76)CF1 Director (14 Jan 2005 to 21 May 2014)
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Ian Roy Barton
IRN IRB01054
- (210)CF1 Director (AR) (2 Feb 2011 to 22 Aug 2025)
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Ian Swain
IRN IXS01532
- (112)CF1 Director (AR) (20 Dec 2013 to 27 Oct 2015)
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Ian Wilson
IRN IXW00052
- (232)[FCA CF] Significant management (25 Jan 2021 to 26 Jan 2022)
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Jackie Basham
IRN JXB02095
- (245)SMF18 Other Overall Responsibility (20 Jan 2021 to 6 May 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Birds Property Marketing (no longer appointed)
FRN 520532 · Appointed 17 Mar 2010 · Until 9 Nov 2012
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Barton Kendal Lettings Limited (no longer appointed)
FRN 520520 · Appointed 17 Mar 2010 · Until 27 Apr 2010
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Rentlocally.Co.Uk Limited (no longer appointed)
FRN 498956 · Appointed 17 Mar 2010 · Until 8 Aug 2014
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Snarey Price Shelley Limited (no longer appointed)
FRN 520530 · Appointed 17 Mar 2010 · Until 12 Apr 2010
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Whitehorne Estate Agents Limited (no longer appointed)
FRN 476865 · Appointed 15 Mar 2010 · Until 3 Jul 2012
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (266)SMF24 Chief Operations
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controlled function added: (265)SMF7 Group Entity Senior Manager
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controlled function added: (264)SMF1 Chief Executive
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controlled function added: (263)SMF3 Executive Director
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controlled function added: (262)Responsible for Insurance Distribution
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controlled function added: (261)SMF18 Other Overall Responsibility
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controlled function added: (260)CF2 Non Executive Director
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controlled function added: (259)CF1 Director
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controlled function added: (258)CF3 Chief Executive
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controlled function added: (257)Responsible for Insurance Mediation