Date authorised
4 May 2021
Companies House
12342341
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Westhill House
    1st Floor
    2b Devonshire Road
    Bexleyheath
    DA6 8DS
    UNITED KINGDOM
    Phone
    +4407730198830
  • Complaints Contact

    Westhill House, 1st Flr
    2b Devonshire Road
    Bexleyheath
    DA6 8DS
    UNITED KINGDOM
    Phone
    +4407730198830

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

  • 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.

  • Alan James Crellin

    IRN AXC01049

    • SMF1 (AR) Chief Executive function (since 3 Sep 2025)
    • SMF3 Executive Director (since 2 Sep 2025)
    • CF3 Chief Executive (AR) (3 Apr 2023 to 2 Oct 2024)
    • CF1 Director (AR) (3 Apr 2023 to 2 Oct 2024)
  • Bruce Eaton

    IRN BXE01161

    • SMF1 Chief Executive (since 4 May 2021)
    • Responsible for Insurance Distribution (since 4 May 2021)
  • Claire Eleanor Hargreaves

    IRN CXH27115

    • CF1 Director (AR) (16 May 2024 to 2 Oct 2024)
  • Daryl Creigh Trawick

    IRN DXT00298

    • CF3 Chief Executive (AR) (8 Jul 2024 to 2 Oct 2024)
    • CF1 Director (AR) (8 Jul 2024 to 2 Oct 2024)
  • Henry Jonathan Davies

    IRN HJD01042

    • CF1 Director (AR) (11 Oct 2022 to 20 Feb 2025)
  • Jawad Khan

    IRN JXK00796

    • CF1 Director (AR) (13 Jun 2025 to 31 Dec 2025)
    • CF3 Chief Executive (AR) (13 Jun 2025 to 31 Dec 2025)
  • Mark John O'Herlihy

    IRN MXO00193

    • CF1 Director (AR) (8 Aug 2022 to 14 Aug 2024)
    • CF3 Chief Executive (AR) (8 Aug 2022 to 14 Aug 2024)
  • Matthew Robin Goldsmith

    IRN MRG01175

    • SMF3 Executive Director (since 4 May 2021)
  • Timothy Mark Hugh Dodd

    IRN TMD01066

    • SMF3 Executive Director (since 4 May 2021)
    • CF1 Director (AR) (3 Apr 2023 to 21 May 2024)

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.