Date authorised
1 April 2013
Companies House
00898166
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Perpetual Park
    Perpetual Park Drive
    Henley-on-Thames
    Oxfordshire
    RG9 1HH
    UNITED KINGDOM
    Phone
    +441491416032
  • Complaints Contact

    Perpetual Park
    Perpetual Park Drive
    Henley-on-Thames
    Oxfordshire
    RG9 1HH
    UNITED KINGDOM
    Phone
    +441491416548

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Retail Investment Funds

  • Specialist Investment Funds

  • Private Investment Funds

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jane Fiona Routledge

    IRN JFB00035

    • CF1 Director (1 Dec 2001 to 1 Sep 2003)
  • Jeff Bennett

    IRN JXB01321

    • [FCA CF] Material risk taker (since 27 Sep 2024)
  • Jeffrey David Taylor

    IRN JDT01031

    • [FCA CF] Material risk taker (9 Dec 2019 to 31 Dec 2020)
    • CF27 Investment Management (1 Dec 2001 to 7 Nov 2005)
  • Jeremy Charles Lambourne

    IRN JCL01048

    • CF1 Director (1 Dec 2001 to 16 Oct 2002)
  • John Burrello

    IRN JXB01027

    • [FCA CF] Material risk taker (since 28 Feb 2022)
  • John Delano

    IRN JXD00690

    • [FCA CF] Material risk taker (27 Oct 2022 to 18 Aug 2025)
  • John Gerald Greenwood

    IRN JXG00196

    • [FCA CF] Material risk taker (since 9 Dec 2019)
  • John James Jeffery

    IRN JJJ01014

    • CF27 Investment Management (1 Dec 2001 to 31 Jan 2003)
  • John Michael Edward Surplice

    IRN JMS01144

    • [FCA CF] Material risk taker (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 10 May 2022)
    • CF27 Investment Management (1 Dec 2001 to 7 Nov 2005)
  • John Morris

    IRN JXM04411

    • [FCA CF] Material risk taker (since 5 Jan 2026)

Recent activity

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

No changes recorded yet.