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.

  • Carolyn Jane Slight

    IRN CJS00007

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2018)
  • Catherine Rosemary Reid Vine-Lott

    IRN CRA01019

    • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 12 May 2016)
    • CF2 Non Executive Director (23 Sep 2013 to 6 Mar 2016)
  • Charles Nigel Cross Sherwood

    IRN CNS01018

    • CF2 Non Executive Director (9 Mar 2010 to 11 Nov 2013)
  • Christine Dyer

    IRN CXD00461

    • [FCA CF] Significant management (17 May 2023 to 1 Jan 2026)
  • Christopher Hursey

    IRN CXH36981

    • [FCA CF] Significant management (10 Dec 2018 to 25 Mar 2019)
    • [PRA CF] Significant risk taker or Material risk taker (10 Dec 2018 to 25 Mar 2019)
  • Christopher Laughlin

    IRN CXL00394

    • [FCA CF] Significant management (13 Apr 2023 to 12 Jan 2024)
  • Christopher Lewis Rayner

    IRN CXR81013

    • [PRA CF] Significant risk taker or Material risk taker (27 May 2020 to 19 Dec 2023)
    • [FCA CF] Material risk taker (26 May 2020 to 27 May 2020)
    • [FCA CF] Significant management (26 May 2020 to 19 Dec 2023)
  • Christopher Mark Berryman

    IRN CMB01134

    • CF1 Director (13 Aug 2004 to 30 Aug 2016)
  • Christopher Paul Neilson

    IRN CXN19133

    • [FCA CF] Significant management (27 May 2025 to 2 Mar 2026)
  • Christopher Shaw Gibson-Smith

    IRN CSG01026

    • SMF7 Group Entity Senior Manager (19 Aug 2019 to 13 Aug 2020)
    • SMF9 Chair of the Governing Body (10 Dec 2018 to 19 Aug 2019)
    • SIMF9 Chairman (4 Apr 2016 to 9 Dec 2018)

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.