Date authorised
1 April 2013
Companies House
01031131
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    397-399 Ringwood Road
    Poole
    Dorset
    BH12 4LT
    UNITED KINGDOM
    Phone
    +4401202740270
  • Complaints Contact

    397-399 Ringwood Road
    Poole
    Dorset
    BH12 4LT
    UNITED KINGDOM
    Phone
    +4401202740270

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

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

    Show 1 limitation
    • · This permission is limited to credit broking for the purposes of or in connection with the sale or hire of motor vehicles;
  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance.
  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance.
  • Consumer Hire

    Show 1 limitation
    • · i) Limited to hiring where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement ii) Limited to hire that is in connection with the repayment of fees relating to the provision of motor vehicles
  • Consumer Hire Servicing

  • 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.

  • Barnaby Steele

    IRN BXS00120

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Christian Sharpe

    IRN CXS01104

    • Director of firm who is not a certification employee or a SMF manager (since 13 Jan 2026)
  • Colin Ross Sharpe

    IRN CRS01089

    • SMF3 Executive Director (9 Dec 2019 to 3 Feb 2023)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Margaret Sharpe

    IRN MXS05480

    • Director of firm who is not a certification employee or a SMF manager (since 13 Jan 2026)
  • Richard Hayes

    IRN RXH00216

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Simon Rickard

    IRN SXR01050

    • Director of firm who is not a certification employee or a SMF manager (since 13 Jan 2026)
  • Stephen Anthony Roberts

    IRN SAR01122

    • CF1 Director (AR) (since 1 Jul 2025)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF10 Compliance Oversight (4 May 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF3 Chief Executive (14 Jan 2005 to 8 Dec 2019)

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.