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.

  • John Joseph Gallagher

    IRN JJG01100

    • CF2 Non Executive Director (10 Dec 2012 to 9 Aug 2017)
  • John Paul McAnulty

    IRN JXM01249

    • [FCA CF] Significant management (14 Nov 2022 to 18 Dec 2023)
  • Jonpaul Miller

    IRN JXM36944

    • [FCA CF] Significant management (21 Mar 2022 to 31 Jan 2024)
  • Judith Davidson

    IRN JXD02017

    • SMF12 Chair of the Remuneration Committee (16 Dec 2022 to 9 May 2024)
    • SMF13 Chair of the Nominations Committee (16 Dec 2022 to 9 May 2024)
  • Julia Warrack

    IRN JXW02639

    • CF1 Director (1 Feb 2018 to 30 Nov 2018)
  • Julie Mary Baxter

    IRN JXB00955

    • [FCA CF] Significant management (24 Sep 2025 to 27 Feb 2026)
  • Justin James Edwin Purkis

    IRN JJP01097

    • CF28 Systems and controls (4 Feb 2015 to 28 Feb 2019)
  • Kathryn Elizabeth Purves

    IRN KXP01420

    • SMF14 Senior Independent Director (25 Oct 2022 to 7 Jun 2024)
    • SMF10 Chair of the Risk Committee (10 Jun 2022 to 7 Jun 2024)
    • Director of firm who is not a certification employee or a SMF manager (1 Jan 2020 to 10 Jun 2022)
    • CF2 Non Executive Director (14 Feb 2017 to 8 Dec 2019)
  • Keith Dignam

    IRN KXD01399

    • CF2 Non Executive Director (10 Sep 2014 to 13 Sep 2019)
  • Laura Lee Green

    IRN LXM37710

    • [FCA CF] Significant management (since 26 Jun 2023)

Recent activity

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

No changes recorded yet.