Date authorised
1 April 2013
Companies House
04620230
Last scraped
2 weeks ago
Watch for changes

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.

  • Mohammed Yousaf (no longer appointed)

    FRN 417587 · Appointed 24 Oct 2006 · Until 16 Aug 2007

  • John Blain (no longer appointed)

    FRN 457824 · Appointed 28 Sep 2006 · Until 3 Apr 2013

  • Robert Cann (no longer appointed)

    FRN 429671 · Appointed 16 Mar 2005 · Until 17 Nov 2005

  • De Gratton Associates (no longer appointed)

    FRN 429669 · Appointed 16 Mar 2005 · Until 16 Aug 2007

  • Eileen Swindlehurst (no longer appointed)

    FRN 429670 · Appointed 16 Mar 2005 · Until 17 Nov 2005

  • GJ Associates (no longer appointed)

    FRN 429667 · Appointed 16 Mar 2005 · Until 3 Apr 2013

  • Go Healthcare (no longer appointed)

    FRN 429675 · Appointed 16 Mar 2005 · Until 17 Nov 2005

  • Ian Johnston (no longer appointed)

    FRN 429662 · Appointed 16 Mar 2005 · Until 26 Jan 2007

  • John Lewis (no longer appointed)

    FRN 429673 · Appointed 16 Mar 2005 · Until 17 Nov 2005

  • John Mooney (no longer appointed)

    FRN 429664 · Appointed 16 Mar 2005 · Until 17 Nov 2005

Recent activity

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

No changes recorded yet.