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.

  • Emma Victoria Jowett-Ive

    IRN EXJ00144

    • [FCA CF] Significant management (5 Aug 2024 to 1 Aug 2025)
  • Evelyn Brigid Bourke

    IRN EBB01009

    • CF2 Non Executive Director (28 Nov 2012 to 19 Sep 2016)
  • Gavin Howard

    IRN GXH01382

    • SMF2 Chief Finance (2 Jun 2022 to 12 Sep 2022)
    • SMF3 Executive Director (9 Dec 2019 to 12 Sep 2022)
    • CF1 Director (5 Feb 2019 to 8 Dec 2019)
  • Geoffrey Stephen Clarkson

    IRN GSC01054

    • CF2 Non Executive Director (16 Feb 2017 to 13 Sep 2019)
  • Gillian Batchelor

    IRN GXB00690

    • [FCA CF] Significant management (since 1 Oct 2025)
  • Glyn Roy Isden

    IRN GRI00001

    • CF1 Director (22 Dec 2008 to 22 Jul 2009)
  • Gordon Wilson

    IRN GXW00200

    • SMF13 Chair of the Nominations Committee (since 27 Jun 2024)
    • SMF9 Chair of the Governing Body (since 11 Nov 2022)
  • Helen Josephine Wallace-Smith

    IRN HXW00243

    • [FCA CF] Significant management (13 Aug 2024 to 5 Sep 2025)
  • Helen Wakeford

    IRN HMW01034

    • [FCA CF] Significant management (since 19 Jan 2026)
  • Hugh Male

    IRN HXM55022

    • [FCA CF] Significant management (1 Jan 2022 to 2 Dec 2025)

Recent activity

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

No changes recorded yet.