Expatriate Insurance Services Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

P2P Lending Advice

For Commercial, Retail (Non-Investment Insurance)
Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Authorised to Operate
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- · 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
Credit Brokering
Stockbroking

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Senior staff personally approved by the FCA to hold their roles here.

Dawn Sheldrake
IRN DXS02258
- CF29 Significant management (1 Apr 2012 to 8 Dec 2019)
Erika Glew
IRN EXG01314
- CF1 Director (AR) (1 May 2013 to 26 Oct 2023)
Jonathan Mark Carpenter
IRN JMC01263
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- CF1 Director (4 Jan 2011 to 8 Dec 2019)
- Responsible for Insurance Mediation (4 Jan 2011 to 30 Sep 2018)

Smaller firms operating under this firm's FCA authorisation.

John Creed (no longer appointed)
FRN 586050 · Appointed 8 Mar 2016 · Until 14 Nov 2022
Salus Private Trust (no longer appointed)
FRN 682448 · Appointed 7 Apr 2015 · Until 12 Mar 2019
Expatriate Solutions Limited (no longer appointed)
FRN 598256 · Appointed 1 Apr 2013 · Until 27 Oct 2023

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.