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.

  • Rebecca Shepherd

    IRN RXS00563

    • SMF2 Chief Finance (13 Aug 2024 to 1 Aug 2025)
    • SMF3 Executive Director (13 Aug 2024 to 1 Aug 2025)
  • Richard Christopher Francis Rhee

    IRN RXR00132

    • [FCA CF] Manager of certification employee (1 Oct 2022 to 31 Dec 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2024)
  • Richard James Morley

    IRN RJM01505

    • [FCA CF] Significant management (since 8 Oct 2025)
    • SMF18 Other Overall Responsibility (12 Oct 2022 to 3 Apr 2024)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 15 Nov 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 15 Nov 2022)
    • CF29 Significant management (1 Jul 2015 to 8 Dec 2019)
  • Richard William Mark Fairman

    IRN RWF01042

    • CF1 Director (AR) (6 Apr 2022 to 7 Nov 2024)
  • Robert Anthony Lloyd Tordoff

    IRN RAT01058

    • CF1 Director (AR) (1 Dec 2015 to 14 Jan 2019)
  • Robert Apiliga

    IRN RXA00584

    • [FCA CF] Significant management (since 1 Aug 2025)
  • Robert John Tobin

    IRN RXT00316

    • [FCA CF] Significant management (13 Jan 2023 to 5 Jul 2023)
  • Robert Warner

    IRN RXW01823

    • SMF18 Other Overall Responsibility (18 Jan 2025 to 31 Mar 2025)
  • Ross Alexander Hallifax

    IRN RXH00297

    • [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)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 15 Nov 2022)
  • Ross Barrington

    IRN RXB02254

    • SMF18 Other Overall Responsibility (since 21 Aug 2024)
    • SMF3 Executive Director (7 Nov 2022 to 21 Aug 2024)
    • SMF1 Chief Executive (9 Dec 2019 to 1 May 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 1 May 2024)
    • Responsible for Insurance Mediation (8 May 2017 to 30 Sep 2018)
    • CF3 Chief Executive (18 Apr 2017 to 8 Dec 2019)
    • CF1 Director (18 Apr 2017 to 20 Oct 2017)
    • CF1 Director (AR) (12 Jul 2016 to 8 Feb 2019)
    • CF29 Significant management (1 Jul 2015 to 20 Apr 2017)

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.