Date authorised
1 April 2013
Companies House
04620230
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Bourne Gate
    25 Bourne Valley Road
    Poole
    Dorset
    BH12 1DY
    UNITED KINGDOM
    Phone
    +441202756352
  • Complaints Contact

    Bourne Gate
    25 Bourne Valley Road
    Poole
    Dorset
    BH12 1DY
    UNITED KINGDOM
    Phone
    +441202756352

What this firm is allowed to do

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

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

  • Credit Brokering

  • 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.

  • Ahmed Saumtally

    IRN AXS25657

    • SMF3 Executive Director (since 15 Feb 2020)
  • Barry Geoffrey Summers

    IRN BGS00003

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (20 Mar 2006 to 8 Dec 2019)
  • Brinder Singh

    IRN BXS02094

    • CF1 Director (AR) (since 26 Mar 2024)
  • Charlie Francis

    IRN CXF00291

    • CF1 Director (AR) (since 17 May 2023)
  • Chris Siggery

    IRN CXS00306

    • CF1 Director (AR) (since 9 Aug 2023)
  • Graham Philip Harfleet

    IRN GPH01065

    • CF1 Director (AR) (since 17 Aug 2023)
  • Helen Kelly

    IRN HXK00238

    • CF1 Director (AR) (since 16 Jan 2024)
  • Nahid Salehi

    IRN NXS01377

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

    IRN PXL01751

    • CF1 Director (AR) (since 6 Nov 2023)
  • Philip Arnold James

    IRN PAJ01077

    • CF1 Director (AR) (since 11 Jul 2025)

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.