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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Charlie McLean
IRN CXM14777
- (300)CF1 Director (AR) (10 May 2019 to 18 Dec 2023)
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Chiara Manfredi
IRN CXM08251
- (197)CF1 Director (AR) (15 Nov 2018 to 10 Oct 2022)
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Christopher Alan James Stacey
IRN CXS31420
- (167)CF1 Director (AR) (25 Feb 2020 to 17 Jun 2025)
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Christopher Hargreaves
IRN CXH01737
- (69)CF1 Director (AR) (15 Dec 2010 to 8 Sep 2015)
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Christopher Kevin Dynan
IRN CKD01015
- (7)CF1 Director (AR) (17 Mar 2017 to 21 Aug 2017)
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Christopher Peter Richard Evans
IRN CPE00001
- (265)SMF7 Group Entity Senior Manager (19 Jul 2021 to 2 Sep 2022)
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Christopher William Marshall
IRN CXM00600
- (237)[FCA CF] Significant management (26 Jan 2022 to 3 Nov 2022)
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Clare Smith
IRN CXS01763
- (31)CF1 Director (AR) (12 Dec 2014 to 4 Apr 2019)
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Clinton Hadley
IRN CXH02132
- (133)CF1 Director (AR) (1 Mar 2018 to 19 Feb 2019)
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Clive Lloyd Baldwin
IRN CLB01073
- (10)CF28 Systems and controls (19 Oct 2016 to 14 Mar 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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KAA Property Services Limited (no longer appointed)
FRN 519728 · Appointed 10 Mar 2010 · Until 25 Apr 2012
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Waterman Residential Lettings Limited (no longer appointed)
FRN 519487 · Appointed 8 Mar 2010 · Until 28 Oct 2013
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Michael Hannath EPC & Property Management Limited (no longer appointed)
FRN 519590 · Appointed 8 Mar 2010 · Until 17 May 2010
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