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.

  • Paul Mark Whitlock

    IRN PMW01057

    • SIMF20 Chief Actuary Function (7 Mar 2016 to 25 Oct 2016)
    • CF12 Actuarial (13 Aug 2004 to 6 Mar 2016)
  • Paul Mills

    IRN PXM42294

    • [FCA CF] Significant management (2 Mar 2020 to 31 Mar 2026)
  • Paul Scholes

    IRN PXS01017

    • [FCA CF] Significant management (since 2 Mar 2026)
  • Paul Sharples

    IRN PXS36950

    • [FCA CF] Manager of certification employee (10 Dec 2018 to 29 Jul 2021)
  • Paul Smith

    IRN PXS27150

    • [FCA CF] Significant management (10 Dec 2018 to 20 Dec 2019)
    • [PRA CF] Significant risk taker or Material risk taker (10 Dec 2018 to 20 Dec 2019)
  • Peter Borley

    IRN PXB36951

    • [FCA CF] Significant management (10 Dec 2018 to 24 Feb 2023)
    • [PRA CF] Significant risk taker or Material risk taker (10 Dec 2018 to 24 Feb 2023)
  • Peter Catterall

    IRN PAC01105

    • CF2 Non Executive Director (4 Apr 2016 to 4 Apr 2016)
  • Peter Ellis

    IRN PXE00090

    • [FCA CF] Significant management (22 Apr 2022 to 31 May 2023)
  • Peter Robert Hales

    IRN PRH01065

    • CF2 Non Executive Director (6 Mar 2007 to 27 May 2010)
  • Phillip John Sturgess

    IRN PXS00273

    • [FCA CF] Material risk taker (1 Mar 2021 to 2 Mar 2021)
    • [FCA CF] Significant management (1 Mar 2021 to 1 Sep 2022)
    • [PRA CF] Significant risk taker or Material risk taker (1 Mar 2021 to 1 Sep 2022)

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.