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.

  • John William Nickson

    IRN JWN01010

    • CF1 Director (26 Apr 2012 to 30 May 2014)
  • John William Yorke Adlam

    IRN JWA01050

    • CF28 Systems and controls (1 Nov 2007 to 31 Jul 2013)
    • CF15 Internal Audit (7 Sep 2007 to 31 Oct 2007)
  • Jonathan Mansley

    IRN JXM01403

    • [FCA CF] Manager of certification employee (23 Jun 2023 to 19 Apr 2024)
  • Jonathan Moyse

    IRN JXM44383

    • [FCA CF] Significant management (24 Nov 2023 to 11 Feb 2025)
  • Jose Morago Perez

    IRN JXM00871

    • SMF4 Chief Risk (9 Jun 2022 to 13 Dec 2024)
    • [FCA CF] Significant management (7 Sep 2021 to 9 Jun 2022)
  • Jose Rafael Vazquez

    IRN JRV01026

    • SMF10 Chair of the Risk Committee (20 Jun 2023 to 20 Mar 2025)
  • Julia Hilary Cowell

    IRN JXC26702

    • SMF23 Chief Underwriting Officer (13 May 2020 to 12 Nov 2021)
  • Julie Ann Harrison

    IRN JXH88215

    • SMF18 Other Overall Responsibility (17 Dec 2020 to 1 Sep 2025)
  • Karan Martin

    IRN KXM01831

    • CF1 Director (24 Apr 2014 to 19 Apr 2017)
    • Responsible for Insurance Mediation (21 Mar 2012 to 19 Apr 2017)
    • CF29 Significant management (21 Mar 2012 to 23 Apr 2014)
  • Keri Murrell

    IRN KXM00042

    • [FCA CF] Significant management (29 Sep 2020 to 31 Jul 2023)

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.