Date authorised
1 April 2013
Companies House
05017193
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Enterprise House
    Bancroft Road
    Reigate
    Surrey
    RH2 7RP
    UNITED KINGDOM
    Phone
    +4401737233297
  • Complaints Contact

    Enterprise House
    Bancroft Road
    Reigate
    Surrey
    RH2 7RP
    UNITED KINGDOM
    Phone
    +4401737233297

What this firm is allowed to do

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

  • Bank Deposits

    For Eligible Counterparty, Professional, Retail (Investment), Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
  • Mortgage Servicing

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    For Eligible Counterparty, Professional, Retail (Investment)

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

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

    Show 2 limitations
    • · The firm is limited arranging (bringing about) deals in investments and making arrangements in investments in the rights under the scheme(s) that it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Manages Insurance Policies

    For Eligible Counterparty, Professional, Retail (Investment), Life and annuity, Linked long-term

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

    Show 3 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Issues Insurance

    For Eligible Counterparty, Professional, Retail (Investment), Life and annuity, Linked long-term

  • Mortgage Lending

    For Customer, Regulated mortgage contract

  • Runs Personal Pensions

  • Investment Setup

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

    Show 2 limitations
    • · The firm is limited arranging (bringing about) deals in investments and making arrangements in investments in the rights under the scheme(s) that it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Keith Nicholson

    IRN KXN01147

    • SMF10 Chair of the Risk Committee (10 Dec 2018 to 31 Dec 2021)
    • SMF14 Senior Independent Director (10 Dec 2018 to 31 Dec 2021)
    • SIMF10 Chair of the Risk Committee (26 Aug 2016 to 9 Dec 2018)
    • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 26 Aug 2016)
    • SIMF14 Senior Independent Director (7 Mar 2016 to 9 Dec 2018)
    • CF2 Non Executive Director (25 Sep 2013 to 6 Mar 2016)
  • Kirsty Denman

    IRN KXD00250

    • [FCA CF] Manager of certification employee (2 Sep 2022 to 31 Oct 2025)
  • Kirsty Harris

    IRN KXH84176

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2023)
    • [FCA CF] Functions requiring qualifications (9 Jun 2020 to 31 Dec 2021)
  • Krupa Patel

    IRN KXP36963

    • [FCA CF] Functions requiring qualifications (10 Dec 2018 to 15 Mar 2023)
  • Laura Frances Pertile

    IRN LXP00113

    • [FCA CF] Significant management (since 1 Mar 2021)
  • Laura Jade Butler

    IRN LXB00290

    • [FCA CF] Manager of certification employee (since 14 Sep 2023)
    • [FCA CF] Manager of certification employee (4 May 2021 to 5 Aug 2022)
  • Laura Jane Wright

    IRN LXB00454

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2022)
  • Laura Jolly

    IRN LXJ00194

    • [FCA CF] Significant management (since 13 Nov 2023)
  • Laurel Hudson

    IRN LXP00228

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 10 Jan 2022)
  • Lee Ashman

    IRN LXA00248

    • [FCA CF] Significant management (28 Sep 2023 to 31 Mar 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.