Date authorised
16 August 2022
Companies House
10119791
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Pool House
    Bicester Road
    Stratton Audley
    Bicester
    Oxfordshire
    OX27 9BS
    UNITED KINGDOM
    Phone
    +441869943086
  • Complaints Contact

    The Pool House
    Bicester Road
    Stratton Audley
    Bicester
    Oxfordshire
    OX27 9BS
    UNITED KINGDOM
    Phone
    +441869943086

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.
  • Funeral Plans

    For Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • Credit Brokering

    Show 1 limitation
    • · The firm is limited to credit broking carried on for the purposes of, or in connection with, the sale of a Funeral Plan Contract (as defined in our Glossary) by the firm to a customer.
  • Sells Funeral Plans

    For Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

Approved individuals

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

  • Sally Graham

    IRN SXG00549

    • CF1 Director (AR) (10 Aug 2022 to 25 Oct 2023)
  • Stephen John Wallis

    IRN SXW00523

    • Responsible for Insurance Distribution (since 4 Jul 2025)
    • SMF1 Chief Executive (since 2 Jun 2025)
  • Steven Paul Castledine

    IRN SPC00002

    • SMF16 Compliance Oversight (since 2 Feb 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Feb 2026)
  • Thomas Greatorex

    IRN TXG00291

    • [FCA CF] Significant management (1 Oct 2024 to 16 Sep 2025)
  • Toni Hatton

    IRN TXH00003

    • SMF16 Compliance Oversight (24 Jan 2023 to 20 Dec 2023)
  • Tracy Greeves

    IRN TXG00188

    • CF1 Director (AR) (24 Aug 2022 to 8 Mar 2024)
  • Victoria Carol Jackson

    IRN VXJ00090

    • [FCA CF] Significant management (since 4 Nov 2025)

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.