Date authorised
1 April 2013
Companies House
02997655
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Foresters House
    2 Cromwell Avenue
    Bromley
    Kent
    BR2 9BF
    UNITED KINGDOM
    Phone
    +4402086283400
  • Complaints Contact

    Foresters House
    2 Cromwell Avenue
    Bromley
    Kent
    BR2 9BF
    UNITED KINGDOM
    Phone
    +4402086283400

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.
  • 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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Manages Insurance Policies

    For All, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

  • Stockbroking

    For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • 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), Life Policy, 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 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Issues Insurance

    For All, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

  • Consumer Loans

  • Runs Stakeholder Pensions

    For Professional, Retail (Investment)

  • Loan Servicing

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Basic Pension Advice

    For Retail (Investment), Stakeholder products

  • Holds Your Assets

    For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Olivia Begg

    IRN OXB00169

    • [FCA CF] Client dealing (since 27 Oct 2025)
    • [FCA CF] Client dealing (8 Oct 2024 to 13 Dec 2024)
  • Olivia Millie Branfoot

    IRN OXB00161

    • [FCA CF] Client dealing (since 10 May 2024)
  • Patrizia Colavita

    IRN PXC02066

    • SMF5 Head of Internal Audit (since 10 Dec 2018)
    • SIMF5 Head of Internal Audit Function (7 Mar 2016 to 9 Dec 2018)
    • CF28 Systems and controls (11 Feb 2013 to 6 Mar 2016)
  • Paul Alan Webber

    IRN PXW00172

    • [FCA CF] Client dealing (10 Mar 2021 to 29 Apr 2021)
  • Paul Clayton Forster

    IRN PCF01019

    • [FCA CF] Client dealing (since 10 Dec 2018)
  • Paul David Clark

    IRN PDC01132

    • [FCA CF] Client dealing (since 5 Jul 2019)
  • Paul Douglas Reaburn

    IRN PDR01092

    • SMF7 Group Entity Senior Manager (10 Dec 2018 to 31 Dec 2018)
    • SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 9 Dec 2018)
    • CF2 Non Executive Director (15 Nov 2012 to 6 Mar 2016)
  • Paul Henry Halliday

    IRN PHH00007

    • [FCA CF] Client dealing (10 Dec 2018 to 29 Oct 2021)
  • Paul James

    IRN PAJ00007

    • [FCA CF] Client dealing (since 10 Dec 2018)
  • Paul Robert Stammers

    IRN PXS00476

    • [FCA CF] Client dealing (28 Jan 2022 to 29 Aug 2024)

Recent activity

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

No changes recorded yet.