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.

  • Russell James Bence

    IRN RJB01510

    • CF1 Director (23 Mar 2015 to 30 Apr 2016)
    • Responsible for Insurance Mediation (20 Feb 2015 to 30 Apr 2016)
    • CF29 Significant management (10 Feb 2011 to 1 Jun 2015)
  • Ryan Carter

    IRN RXC00514

    • [FCA CF] Significant management (7 Feb 2022 to 5 May 2023)
  • Sally Macdonald

    IRN SXM04890

    • [FCA CF] Significant management (since 22 Jan 2026)
  • Sara Smith

    IRN SXS04885

    • SMF16 Compliance Oversight (since 31 Oct 2024)
    • SMF4 Chief Risk (since 31 Oct 2024)
  • Sarah Elizabeth Harrison

    IRN SXH00429

    • [FCA CF] Significant management (9 Dec 2019 to 8 Sep 2021)
  • Sean Doolan

    IRN SXD00959

    • [FCA CF] Significant management (since 8 Oct 2025)
  • Sean Martin O'Boyle

    IRN SXO00193

    • [FCA CF] Significant management (1 Oct 2022 to 29 Dec 2023)
  • Stephen Teeling

    IRN SXT00392

    • [FCA CF] Significant management (since 5 Dec 2025)
  • Stuart Turner

    IRN SXT00424

    • SMF18 Other Overall Responsibility (15 Nov 2022 to 3 Apr 2024)
    • [FCA CF] Significant management (7 Feb 2022 to 15 Nov 2022)
  • Tanya Elsie Gerrard-White

    IRN TXG00182

    • SMF7 Group Entity Senior Manager (since 28 Jun 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.