Date authorised
1 April 2013
Companies House
02982445
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2nd Floor
    5000 Lakeside
    North Harbour
    Western Road
    Portsmouth
    Hampshire
    PO6 3EN
    UNITED KINGDOM
    Phone
    +4403303438473
  • Complaints Contact

    Complaints Department
    Nile Street
    Burslem
    Stoke on Trent
    ST6 2BA
    UNITED KINGDOM
    Phone
    +4403303438473

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

  • Credit Brokering

  • Stockbroking

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

  • Consumer Loans

  • Loan 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.

  • John Giovanni Castagno

    IRN JXC01361

    • SMF10 Chair of the Risk Committee (since 26 Jul 2024)
  • Jonathan Barry Hall

    IRN JXH00492

    • [FCA CF] Significant management (since 8 Oct 2025)
    • SMF18 Other Overall Responsibility (15 Nov 2022 to 3 Apr 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 15 Nov 2022)
  • Kartina Tahir Thomson

    IRN KXT00201

    • Director of firm who is not a certification employee or a SMF manager (since 19 Sep 2025)
  • Kashif Bhatti

    IRN KXB00530

    • [FCA CF] Significant management (since 1 Aug 2025)
  • Katie Hills

    IRN KXH27732

    • [FCA CF] Significant management (1 Oct 2022 to 31 Dec 2024)
  • Keith John Barber

    IRN KJB01136

    • SMF3 Executive Director (9 Dec 2019 to 13 Mar 2024)
    • CF1 Director (AR) (24 Apr 2019 to 23 Nov 2022)
    • CF1 Director (7 Aug 2013 to 8 Dec 2019)
    • CF2 Non Executive Director (23 Feb 2007 to 5 Jul 2013)
  • Kevin Ronald Spencer

    IRN KRS01061

    • SMF7 Group Entity Senior Manager (since 6 Feb 2025)
    • SMF3 Executive Director (9 Dec 2019 to 13 Mar 2024)
    • CF1 Director (14 Mar 2007 to 8 Dec 2019)
    • CF3 Chief Executive (14 Mar 2007 to 23 Jun 2016)
    • CF8 Apportionment and Oversight (14 Mar 2007 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Mar 2007 to 23 Sep 2014)
  • Laura Walker

    IRN LXW00335

    • [FCA CF] Significant management (since 9 Oct 2025)
  • Lizzie Smith-Foreman

    IRN LXS00821

    • SMF18 Other Overall Responsibility (since 22 Jan 2026)
  • Mark Winlow

    IRN MXW02016

    • Director of firm who is not a certification employee or a SMF manager (since 2 Jan 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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