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.

Recent activity

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

No changes recorded yet.