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.

  • Gavin John Rowe

    IRN GXR00114

    • SMF3 Executive Director (26 Jul 2022 to 31 Aug 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Aug 2022)
  • Grant Spilsbury

    IRN GXS00470

    • [FCA CF] Significant management (since 4 Jun 2025)
  • Ian James Donaldson

    IRN IJD01018

    • SMF1 Chief Executive (26 Jun 2024 to 22 Jan 2025)
    • SMF3 Executive Director (26 Jun 2024 to 22 Jan 2025)
    • Responsible for Insurance Distribution (26 Jun 2024 to 22 Jan 2025)
  • Inderdeep Dadrah

    IRN IXD17762

    • SMF5 Head of Internal Audit (23 Nov 2022 to 2 May 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 23 Nov 2022)
    • CF28 Systems and controls (17 Oct 2019 to 8 Dec 2019)
  • James Andrew Astle

    IRN JXA00467

    • [FCA CF] Significant management (1 Oct 2022 to 9 Aug 2024)
  • James Anthony Loder

    IRN JXL00113

    • [FCA CF] Significant management (15 Oct 2025 to 30 Jan 2026)
  • James Hassell

    IRN JXH33038

    • [FCA CF] Significant management (since 1 Aug 2025)
  • James Richard Montgomery

    IRN JXM00859

    • [FCA CF] Significant management (since 30 Jan 2025)
  • Jennifer Turner

    IRN JXT00188

    • [FCA CF] Significant management (9 Feb 2023 to 16 Jun 2023)
  • John David Jackson

    IRN JDJ01029

    • SMF11 Chair of the Audit Committee (13 Jan 2023 to 1 May 2024)
    • SMF9 Chair of the Governing Body (9 Dec 2019 to 22 Nov 2021)
    • CF2 Non Executive Director (AR) (21 Nov 2018 to 24 Feb 2023)
    • CF2 Non Executive Director (5 Feb 2016 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.