Date authorised
1 April 2013
Companies House
05058019
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    6a Cranmere Court
    Lustleigh Close
    Matford Business Park
    Exeter
    Devon
    EX2 8PW
    UNITED KINGDOM
    Phone
    +441392426799
  • Complaints Contact

    6a Cranmere Court
    Lustleigh Close
    Matford Business Park
    Exeter
    Devon
    EX2 8PW
    UNITED KINGDOM
    Phone
    +441392426827

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 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

  • Credit Brokering

  • Stockbroking

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

  • 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.

  • Charles Douglas Knowles Scott

    IRN CDS01106

    • [FCA CF] CASS oversight function (since 10 Mar 2026)
  • Charles Robertson Crawford

    IRN CRC01034

    • SMF3 Executive Director (since 3 Nov 2025)
  • David Heathfield

    IRN DXH01949

    • Director of firm who is not a certification employee or a SMF manager (1 Oct 2024 to 30 Oct 2025)
  • David Michael Edwin Cousins

    IRN DXC08284

    • SMF3 Executive Director (since 4 Oct 2025)
  • Gavin Malcolm Mead

    IRN GMM01071

    • SMF3 Executive Director (9 Dec 2019 to 31 Jan 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Jan 2026)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • James Oliver Whittingham

    IRN JXW15948

    • Responsible for Insurance Distribution (since 3 Mar 2026)
    • SMF3 Executive Director (since 22 Nov 2025)
  • Justin Boyet Vinney

    IRN JBV01012

    • CF1 Director (AR) (since 12 Jan 2016)
  • Lee Galan-Davis

    IRN LXG01186

    • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2025)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Michelle Bree

    IRN MXB04137

    • SMF3 Executive Director (since 4 Oct 2025)
  • Stuart James Quilter

    IRN SJQ01013

    • Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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