Date authorised
29 December 2015
Companies House
09339557
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Lake House
    2 Port Way
    Port Solent
    Portsmouth
    Portsmouth
    PO6 4TY
    UNITED KINGDOM
    Phone
    +4401243376426
  • Complaints Contact

    Lake House
    2 Port Way
    Port Solent
    Portsmouth
    Portsmouth
    PO6 4TY
    UNITED KINGDOM
    Phone
    +4401243376426

What this firm is allowed to do

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

  • Investment Advice (no pensions)

    For 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, Non-investment insurance contracts

  • Insurance Admin

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

  • Credit Brokering

  • Stockbroking

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

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

  • Alistair James Huber

    IRN AXH00426

    • [PRA CF] Key function holder (7 Jan 2021 to 16 Apr 2021)
    • [FCA CF] Client dealing (7 Jan 2021 to 16 Apr 2021)
  • Chloe Tallett

    IRN CXT00410

    • [FCA CF] Benchmark submission and administration (since 1 Jun 2023)
    • [PRA CF] Key function holder (since 1 Jun 2023)
    • [FCA CF] Significant management (since 1 Jun 2023)
    • [FCA CF] Client dealing (since 1 Jun 2023)
  • David Allmark

    IRN DXA00263

    • [FCA CF] Material risk taker (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Karen Turner

    IRN KXT00104

    • [FCA CF] Benchmark submission and administration (9 Dec 2019 to 1 Jun 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2023)
    • [FCA CF] Significant management (9 Dec 2019 to 1 Jun 2023)
    • [PRA CF] Key function holder (9 Dec 2019 to 1 Jun 2023)
  • Victor Adolf Coutin

    IRN VAC01033

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (29 Dec 2015 to 30 Sep 2018)
    • CF1 Director (29 Dec 2015 to 8 Dec 2019)
  • Victor Coutin

    IRN VXC00044

    • [PRA CF] Key function holder (9 Dec 2019 to 6 Feb 2024)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 6 Feb 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 6 Feb 2024)
    • [FCA CF] Benchmark submission and administration (9 Dec 2019 to 6 Feb 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 6 Feb 2024)
  • Victor Lloyd Coutin

    IRN VXC00022

    • Responsible for Insurance Distribution (since 1 Feb 2024)
    • SMF3 Executive Director (since 1 Feb 2024)
    • SMF1 Chief Executive (since 1 Feb 2024)

Recent activity

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

No changes recorded yet.