Date authorised
1 April 2013
Companies House
05938710
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    24 Calshot Court
    Channel Way
    Ocean Village
    Southampton
    Hampshire
    SO14 3GR
    UNITED KINGDOM
    Phone
    +4402380839245
  • Complaints Contact

    24 Calshot Court
    Channel Way
    Ocean Village
    Southampton
    Hampshire
    SO14 3GR
    UNITED KINGDOM
    Phone
    +4402380839245

What this firm is allowed to do

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

  • Investment Advice (no pensions)

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

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

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Kirsten Sain Sims

    IRN KSS01057

    • CF1 Director (2 Jul 2007 to 1 Sep 2009)
  • Sean Spencer Taylor Sims

    IRN SXS01523

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 19 Dec 2019)
    • [FCA CF] Client dealing (since 19 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • Responsible for Insurance Mediation (2 Jul 2007 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (2 Jul 2007 to 31 Mar 2009)
    • CF1 Director (2 Jul 2007 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.