Date authorised
1 April 2013
Companies House
02601833
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite B & C
    First Floor
    Milford House
    43 - 55, Milford Street
    Salisbury
    Wiltshire
    SP1 2BP
    UNITED KINGDOM
    Phone
    +4403455212414
  • Complaints Contact

    Suite B & C
    First Floor
    Milford House
    43 - 55, Milford Street
    Salisbury
    Wiltshire
    SP1 2BP
    UNITED KINGDOM
    Phone
    +4403455212414

What this firm is allowed to do

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

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 1 limitation
    • · The firm is limited to dealing as a principal in investments, arrangng (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) that it operates
  • Trades With You Directly

    For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 1 limitation
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) that it operates
  • Runs Personal Pensions

    For Personal pension scheme

  • Investment Setup

    For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 1 limitation
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) that it operates

Approved individuals

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

  • Alan James McDonald

    IRN AXM05465

    • SMF2 Chief Finance (22 Apr 2025 to 15 Oct 2025)
    • [FCA CF] Significant management (3 Jan 2025 to 19 May 2025)
  • Alan John Russell

    IRN AJR01235

    • [FCA CF] Significant management (1 Jan 2022 to 1 Jan 2023)
  • Alan Mooney

    IRN AXM00491

    • [FCA CF] Significant management (4 Jul 2022 to 18 Nov 2022)
  • Alastair Conway

    IRN AXC00140

    • SMF3 Executive Director (9 Dec 2019 to 18 Sep 2020)
    • SMF1 Chief Executive (9 Dec 2019 to 18 Sep 2020)
    • CF3 Chief Executive (21 Mar 2013 to 8 Dec 2019)
    • CF1 Director (21 Mar 2013 to 8 Dec 2019)
  • Alastair James Clarkson

    IRN AXC44358

    • SMF10 Chair of the Risk Committee (since 1 Aug 2025)
  • Alex Kovach

    IRN AXK02801

    • SMF18 Other Overall Responsibility (23 Feb 2022 to 1 Jan 2024)
    • [FCA CF] Significant management (1 Jun 2020 to 23 Feb 2022)
  • Alexander Filshie

    IRN AXF01555

    • SMF2 Chief Finance (26 Feb 2024 to 20 Dec 2024)
    • SMF3 Executive Director (26 Feb 2024 to 20 Dec 2024)
  • Alice Dixie

    IRN AXD37916

    • [FCA CF] Significant management (9 Dec 2019 to 23 Jan 2026)
  • Alison Gail Bragg

    IRN AGB01181

    • Director of firm who is not a certification employee or a SMF manager (since 8 Jul 2025)
  • Alison Paula Longbottom

    IRN AXL00130

    • SMF18 Other Overall Responsibility (since 23 Feb 2022)
    • [FCA CF] Significant management (8 Dec 2020 to 23 Feb 2022)

Recent activity

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

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