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.

  • Jeffrey Riley

    IRN JXR36942

    • [FCA CF] Manager of certification employee (10 Dec 2018 to 11 Jan 2021)
  • Jennifer Gillespie

    IRN JXG01024

    • Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2026)
  • Jenny Cadman

    IRN JXC36924

    • [FCA CF] Significant management (1 Nov 2019 to 14 Sep 2023)
  • Joanna Barlow

    IRN JXB03779

    • [FCA CF] Significant management (13 May 2024 to 31 Mar 2026)
  • Joanna Carpenter

    IRN JXC03184

    • CF29 Significant management (2 Nov 2017 to 9 Dec 2018)
  • Joanna Nayler

    IRN JXN27762

    • [FCA CF] Significant management (10 Dec 2018 to 31 Jan 2020)
    • [PRA CF] Significant risk taker or Material risk taker (10 Dec 2018 to 31 Jan 2020)
  • John Peter Hastings-Bass

    IRN JPH00023

    • SMF7 Group Entity Senior Manager (13 Aug 2020 to 1 Apr 2026)
  • John Rollerson

    IRN JXR36943

    • [FCA CF] Significant management (10 Dec 2018 to 3 May 2022)
    • [PRA CF] Significant risk taker or Material risk taker (10 Dec 2018 to 19 Nov 2021)
  • John Trevor Perks

    IRN JTP00009

    • SMF9 Chair of the Governing Body (23 Mar 2021 to 1 Apr 2026)
  • John Weaver

    IRN JXW01065

    • [FCA CF] Significant management (26 Apr 2024 to 11 Oct 2024)

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.