Date authorised
1 April 2013
Companies House
04162989
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Hamilton Centre
    Rodney Way
    Chelmsford
    Essex
    CM1 3BY
    UNITED KINGDOM
    Phone
    +441245398950
  • Complaints Contact

    Hamilton Centre
    Rodney Way
    Chelmsford
    CM1 3BY
    UNITED KINGDOM
    Phone
    +441245398950

What this firm is allowed to do

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

  • Retail Investment Funds

  • Specialist Investment Funds

  • Private Investment Funds

Approved individuals

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

  • Jon Price

    IRN JXP00300

    • [FCA CF] Significant management (27 Apr 2020 to 27 Jan 2023)
  • Jonathan Frank Denis Thompson

    IRN JXT01767

    • SMF9 Chair of the Governing Body (since 16 Sep 2024)
  • Jonathan James Willis

    IRN JJW01032

    • CF1 Director (30 Oct 2007 to 21 Sep 2010)
  • Joseph Cesidio Antonellis

    IRN JCA01084

    • CF2 Non Executive Director (9 Jun 2010 to 21 Feb 2013)
  • Kenneth Kershaw-Green

    IRN KXG00109

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Kevin Anthony Lavery

    IRN KAL01074

    • CF3 Chief Executive (15 Jun 2015 to 25 Nov 2016)
    • CF10 Compliance Oversight (29 Sep 2014 to 11 Sep 2015)
    • CF1 Director (18 Jun 2014 to 25 Nov 2016)
    • CF30 Customer (23 Sep 2013 to 23 Dec 2016)
  • Lawrence Inman

    IRN LXI00013

    • [FCA CF] Significant management (14 Apr 2020 to 15 Sep 2023)
  • Leanne Isaacs

    IRN LXI01082

    • CF1 Director (4 May 2016 to 19 Jan 2017)
    • CF11 Money Laundering Reporting (11 Sep 2015 to 19 Jan 2017)
    • CF10 Compliance Oversight (11 Sep 2015 to 19 Jan 2017)
  • Lisa Antoinette Poynter

    IRN LXP00266

    • SMF3 Executive Director (since 19 Oct 2022)
  • Lisa Poynter

    IRN LXP00126

    • [FCA CF] Significant management (2 Mar 2020 to 19 Oct 2022)

Recent activity

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

No changes recorded yet.