Date authorised
1 April 2013
Companies House
00423930
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    57 Ladymead
    Guildford
    Surrey
    GU1 1DB
    UNITED KINGDOM
    Phone
    +441483568161
  • Complaints Contact

    57 Ladymead
    Guildford
    Surrey
    GU1 1DB
    UNITED KINGDOM
    Phone
    +4403301239970

What this firm is allowed to do

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

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
  • Investment Advice (no pensions)

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

  • Authorised to Operate

    Show 1 limitation
    • · 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

  • Manages Insurance Policies

    For All, Accident, Aircraft, Aircraft liability, Assistance, Credit, Damage to property, Fire and natural forces, General liability, Land Vehicles, Legal expenses, Miscellaneous financial loss, Motor vehicle liability, Railway rolling stock, Sickness, Suretyship

  • Stockbroking

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

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · The firm, in carrying out this regulated activity, is limited to entering into transactions in a manner which, if the firm was an unauthorised person, would come within article 16 of the RAO.
  • Issues Insurance

    For All, Accident, Aircraft, Aircraft liability, Assistance, Credit, Damage to property, Fire and natural forces, General liability, Land Vehicles, Legal expenses, Miscellaneous financial loss, Motor vehicle liability, Railway rolling stock, Sickness, Suretyship

  • Consumer Loans

  • Loan Servicing

  • 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.

  • Stuart Diffey

    IRN SXD01701

    • SMF2 Chief Finance (since 18 Oct 2024)
  • Stuart George Welch

    IRN SGW01101

    • CF1 Director (2 Mar 2016 to 21 Jun 2017)
  • Teresa Jeanne Webster

    IRN TXW01127

    • CF29 Significant management (14 May 2008 to 4 Jul 2008)
    • CF18 Significant Mgt (Insurance Underwriting) (11 Oct 2005 to 31 Oct 2007)
    • CF20 Significant Mgt (Settlements) (1 Dec 2001 to 31 Oct 2007)
  • Tim Wyle

    IRN TXW56307

    • [FCA CF] Significant management (since 1 Aug 2023)
  • Tracy Beicken

    IRN TXB44379

    • [FCA CF] Significant management (1 Jan 2020 to 1 Sep 2024)
    • [FCA CF] Material risk taker (1 Jan 2020 to 24 Aug 2020)
  • Ulf Lange

    IRN UXL23909

    • SMF9 Chair of the Governing Body (5 Sep 2023 to 5 Dec 2025)
  • William Quibell

    IRN WXQ84004

    • [FCA CF] Significant management (2 Jun 2020 to 9 Dec 2020)
  • Ying Ye

    IRN YXY01097

    • [FCA CF] Significant management (since 9 Dec 2021)
    • [FCA CF] Significant management (1 Jan 2020 to 1 Apr 2021)
  • Zoe Louise Payne

    IRN ZXP00020

    • [FCA CF] Significant management (8 Aug 2022 to 1 Sep 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.