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.

  • Rachel Irons

    IRN RXI00024

    • CF1 Director (AR) (since 21 Aug 2023)
  • Robert Malvasi

    IRN RXM25660

    • SMF3 Executive Director (15 Feb 2020 to 6 Mar 2023)
  • Robert Worth

    IRN RXW00324

    • CF1 Director (AR) (5 Dec 2021 to 22 Sep 2022)
  • Sarah Granouch Saumtally

    IRN SGS01063

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (6 Nov 2008 to 8 Dec 2019)
  • Shermin Cardus

    IRN SXC01262

    • CF1 Director (AR) (since 8 Jan 2025)
  • Thomas Agnew

    IRN TXA01729

    • CF1 Director (AR) (since 7 Feb 2023)
  • Victoria Jones

    IRN VXJ00023

    • CF1 Director (AR) (since 19 Sep 2023)
  • alistair sclare

    IRN AXS04673

    • Responsible for Insurance Distribution (1 Oct 2018 to 13 May 2024)
    • CF29 Significant management (21 Apr 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (21 Apr 2017 to 30 Sep 2018)

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.