Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Third Floor SouthQuadrangleCheltenhamGloucestershireGL50 1PZUNITED KINGDOM- Phone
- +4407785628056
-
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.
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
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.
-
Jason Sheridan Mann
IRN JXM24219
- (267)SMF18 Other Overall Responsibility (7 Jun 2021 to 1 Jul 2021)
- (266)SMF24 Chief Operations (1 May 2020 to 7 Jun 2021)
-
Jeffery Charles Brinley
IRN JCB01217
- (278)SMF1 Chief Executive (9 Dec 2019 to 17 Jul 2020)
- (276)Responsible for Insurance Distribution (1 Oct 2018 to 17 Jul 2020)
- (282)CF3 Chief Executive (23 Jun 2016 to 8 Dec 2019)
- (277)Responsible for Insurance Mediation (5 May 2016 to 30 Sep 2018)
- (283)CF1 Director (2 Jul 2009 to 8 Dec 2019)
- (279)CF28 Systems and controls (1 Nov 2007 to 6 Oct 2016)
- (281)CF13 Finance (14 Jan 2005 to 31 Oct 2007)
- (280)CF14 Risk Assessment (14 Jan 2005 to 31 Oct 2007)
-
Jennifer Anne Perkes
IRN JAP01228
- (115)CF1 Director (AR) (2 Sep 2009 to 22 Dec 2014)
-
Jennifer Turner
IRN JXT00188
- (234)[FCA CF] Significant management (9 Dec 2019 to 31 Mar 2021)
-
Jill Tabuteau
IRN JXT01714
- (65)CF1 Director (AR) (26 Nov 2012 to 20 Jan 2015)
-
Joanna Colbourne
IRN JXC03194
- (214)CF1 Director (AR) (30 May 2019 to 23 Sep 2022)
-
Joanne Sayer
IRN JXS12704
- (190)CF1 Director (AR) (19 Mar 2019 to 14 Apr 2025)
-
Joanne Taylor
IRN JXT00589
- (239)[FCA CF] Significant management (30 May 2023 to 29 Aug 2025)
-
Joe Robin Rukin
IRN JRR01096
- (117)CF2 Non Executive Director (7 Nov 2006 to 26 Jun 2007)
-
John Buchanan Sykes
IRN JBS01095
- (144)CF1 Director (AR) (1 Jan 2009 to 21 Feb 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Bobby Charlton Soccer & Sports Academy Limited (no longer appointed)
FRN 521151 · Appointed 25 Mar 2010 · Until 18 Sep 2014
-
Ardmore Language Schools Limited (no longer appointed)
FRN 521156 · Appointed 25 Mar 2010 · Until 24 Sep 2014
-
CF Lettings (Bath) Limited (no longer appointed)
FRN 521146 · Appointed 25 Mar 2010 · Until 10 Feb 2014
-
Educational Horizons Limited (no longer appointed)
FRN 521150 · Appointed 25 Mar 2010 · Until 28 Mar 2011
-
Castlehill Estate Agents Ltd (no longer appointed)
FRN 518507 · Appointed 23 Mar 2010 · Until 24 May 2010
-
Hamiltons Commercial and Residential Property LLP (no longer appointed)
FRN 520910 · Appointed 22 Mar 2010 · Until 2 May 2012
-
Skye Lettings and Management Torquay Ltd (no longer appointed)
FRN 487606 · Appointed 22 Mar 2010 · Until 21 Mar 2012
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (256)CF2 Non Executive Director
-
controlled function added: (255)SMF7 Group Entity Senior Manager
-
controlled function added: (254)SMF7 Group Entity Senior Manager
-
controlled function added: (253)SMF10 Chair of the Risk Committee
-
controlled function added: (252)SMF27 Partner
-
controlled function added: (251)Responsible for Insurance Distribution
-
controlled function added: (250)[FCA CF] Significant management
-
controlled function added: (249)[FCA CF] Significant management
-
controlled function added: (248)[FCA CF] Significant management
-
controlled function added: (247)[FCA CF] Significant management