Date authorised
1 April 2013
Companies House
00790509
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    14 Challacombe Square
    Poundbury
    Dorchester
    Dorset
    DT1 3SX
    UNITED KINGDOM
    Phone
    +4401305264675
  • Complaints Contact

    14 Challacombe Square
    Poundbury
    Dorchester
    Dorset
    DT1 3SX
    UNITED KINGDOM
    Phone
    +4401305264675

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

  • Stockbroking

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

  • Investment Setup

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

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Annette Susan Aldridge

    IRN ASA01045

    • CF1 Director (14 Jan 2005 to 19 Oct 2018)
  • Daphne Bessie Mary Little

    IRN DBL01018

    • CF1 Director (14 Jan 2005 to 19 Oct 2018)
  • David Michael Little

    IRN DML01081

    • CF1 Director (14 Jan 2005 to 3 May 2011)
  • Michael Gordon Aldridge

    IRN MGA01032

    • Responsible for Insurance Distribution (3 Oct 2018 to 3 Oct 2018)
    • CF1 Director (14 Jan 2005 to 19 Oct 2018)
    • CF3 Chief Executive (14 Jan 2005 to 19 Oct 2018)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Philip Goldsworth Beer

    IRN PGB01086

    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] CASS oversight function (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF28 Systems and controls (1 Nov 2007 to 8 Dec 2019)
    • CF13 Finance (14 Jan 2005 to 31 Oct 2007)
  • Sharon Jane Read

    IRN SJW01319

    • [PRA CF] Key function holder (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Proprietary trader (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 3 Oct 2018)
    • CF1 Director (3 Oct 2018 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)

Recent activity

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

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