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.

  • James William Russell Davies

    IRN JWD01054

    • [FCA CF] Significant management (since 1 Feb 2025)
  • Jamie Whitcombe-Jones

    IRN JXW00024

    • [FCA CF] Material risk taker (22 Sep 2020 to 31 Jan 2024)
    • [FCA CF] Significant management (22 Sep 2020 to 31 Jan 2024)
  • Jane Dale

    IRN JED01078

    • CF3 Chief Executive (18 Aug 2005 to 23 Dec 2007)
    • CF8 Apportionment and Oversight (18 Aug 2005 to 23 Dec 2007)
    • CF1 Director (18 Aug 2005 to 23 Dec 2007)
  • Jean Barbara Mehers

    IRN JBM01137

    • CF29 Significant management (21 Jun 2017 to 9 Nov 2017)
  • Jeff Davies

    IRN SJD01350

    • SIMF7 Group Entity Senior Insurance Manager Function (1 Apr 2017 to 9 Dec 2018)
    • SMF7 Group Entity Senior Manager (3 Jan 2017 to 1 Apr 2017)
  • Jennifer Yeo

    IRN JXY00104

    • [FCA CF] Significant management (since 2 Mar 2026)
    • SMF5 Head of Internal Audit (25 Mar 2025 to 1 Mar 2026)
    • [FCA CF] Significant management (12 Jan 2024 to 24 Mar 2025)
  • John Andrew Hyde

    IRN JAH01443

    • CF1 Director (21 May 2014 to 2 Nov 2017)
  • John Brackenridge Pollock

    IRN JBP01029

    • CF8 Apportionment and Oversight (1 Aug 2006 to 31 Dec 2014)
    • CF1 Director (1 Aug 2006 to 31 Dec 2014)
    • CF2 Non Executive Director (1 Dec 2001 to 2 Dec 2003)
  • John Giovanni Castagno

    IRN JXC01361

    • CF3 Chief Executive (1 Dec 2001 to 18 Feb 2003)
    • CF1 Director (1 Dec 2001 to 18 Feb 2003)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 18 Feb 2003)
  • John McQuade

    IRN JXM19148

    • SMF16 Compliance Oversight (5 Nov 2019 to 31 Dec 2019)

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.