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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Raechel Louise Mattey
IRN RLM01107
- (27)CF2 Non Executive Director (1 Apr 2014 to 30 Jun 2015)
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Ralph David Foulds
IRN RDF01058
- (149)CF1 Director (AR) (12 Jun 2012 to 31 Jul 2024)
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Rebecca Smith
IRN RXS00305
- (249)[FCA CF] Significant management (9 Dec 2019 to 4 Feb 2022)
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Richard David Price
IRN RDP01065
- (68)CF15 Internal Audit (20 Apr 2006 to 11 Sep 2006)
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Richard George Lewis Budden
IRN RGB01131
- (118)CF2 Non Executive Director (16 Jul 2009 to 30 Jun 2010)
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Richard Jamie Bradford
IRN RJB01519
- (103)CF1 Director (AR) (10 Jun 2011 to 19 Oct 2012)
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Richard Paul Harvey Nimmo
IRN RPN01023
- (43)CF1 Director (AR) (1 Oct 2012 to 20 Dec 2013)
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Robert Cofie
IRN RXC02095
- (185)CF1 Director (AR) (17 May 2019 to 10 Feb 2021)
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Robert William Tait
IRN RWT01061
- (42)CF1 Director (AR) (9 Oct 2012 to 8 Oct 2014)
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Robin Dorey Harris
IRN RDH01116
- (154)CF1 Director (AR) (7 Jul 2010 to 4 Nov 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Rental Company (NI) Limited - The (no longer appointed)
FRN 521243 · Appointed 26 Mar 2010 · Until 7 Mar 2018
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Mead Property Management Services Ltd (no longer appointed)
FRN 433811 · Appointed 26 Mar 2010 · Until 16 May 2012
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Jones Robinson (Newbury) Ltd (no longer appointed)
FRN 521265 · Appointed 26 Mar 2010 · Until 24 May 2010
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Curry & Partners Management Ltd (no longer appointed)
FRN 521264 · Appointed 26 Mar 2010 · Until 30 Nov 2012
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (256)CF2 Non Executive Director
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controlled function added: (255)SMF7 Group Entity Senior Manager
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controlled function added: (254)SMF7 Group Entity Senior Manager
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controlled function added: (253)SMF10 Chair of the Risk Committee
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controlled function added: (252)SMF27 Partner
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controlled function added: (251)Responsible for Insurance Distribution
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controlled function added: (250)[FCA CF] Significant management
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controlled function added: (249)[FCA CF] Significant management
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controlled function added: (248)[FCA CF] Significant management
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controlled function added: (247)[FCA CF] Significant management