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.

  • David Thomas Betteley

    IRN DTB01050

    • CF1 Director (AR) (23 May 2016 to 16 Dec 2016)
  • David Thomas Sweeney

    IRN DXS00765

    • [FCA CF] Significant management (1 Oct 2022 to 31 Dec 2024)
  • Ellie Barlow

    IRN EXB00447

    • Director of firm who is not a certification employee or a SMF manager (1 Nov 2023 to 31 Jan 2025)
  • Emma Daniels

    IRN EXD00176

    • [FCA CF] Significant management (since 29 Sep 2025)
    • [FCA CF] Significant management (1 Oct 2022 to 31 Dec 2024)
  • Emma Rawlinson

    IRN EXR01346

    • Responsible for Insurance Distribution (since 27 Jun 2025)
    • SMF3 Executive Director (since 27 Jun 2025)
    • SMF1 Chief Executive (since 27 Jun 2025)
    • SMF24 Chief Operations (9 Aug 2024 to 7 Oct 2024)
  • Eoin Grace

    IRN EXG00303

    • [FCA CF] Significant management (since 5 Dec 2025)
  • Feilim Mackle

    IRN FXM01070

    • SMF9 Chair of the Governing Body (since 11 Dec 2025)
  • Fernley Keith Dyson

    IRN FKD01001

    • SMF7 Group Entity Senior Manager (18 Oct 2024 to 2 Jul 2025)
  • Gary Humphreys

    IRN GXH01407

    • SMF3 Executive Director (9 Dec 2019 to 2 Nov 2021)
    • CF1 Director (17 Jul 2013 to 8 Dec 2019)
    • CF2 Non Executive Director (23 Feb 2007 to 5 Jul 2013)
  • Gary Sefton Collins

    IRN GSC01085

    • CF29 Significant management (18 Sep 2009 to 1 Jul 2010)

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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