Date authorised
1 April 2013
Companies House
01281826
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Mon House
    Newhouse Farm Industrial Estate
    Mathern
    Chepstow
    Monmouthshire
    NP16 6UD
    UNITED KINGDOM
    Phone
    +441291631031
  • Complaints Contact

    Cardiff Audi
    Wagtail Close
    Cardiff Gate Business Park
    Pontprennau
    Cardiff
    CF23 8RT
    UNITED KINGDOM
    Phone
    +442920547555

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

  • Authorised to Operate

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

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

  • Insurance Admin

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

  • Credit Brokering

  • Stockbroking

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

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance.
  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance.
  • Investment Setup

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

Approved individuals

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

  • Charles Henry Stephen Dean

    IRN CXD00666

    • [FCA CF] Significant management (since 1 Sep 2025)
  • Colin Manning

    IRN CXM01156

    • [FCA CF] Significant management (7 Nov 2024 to 31 Oct 2025)
  • David Michael Riley

    IRN DMR01095

    • CF1 Director (AR) (14 Jan 2005 to 1 Sep 2016)
    • Responsible for Insurance Mediation (14 Jan 2005 to 1 Sep 2016)
  • Gavin John Cleverly

    IRN GJC01114

    • SMF1 Chief Executive (since 26 Feb 2021)
    • SMF3 Executive Director (9 Dec 2019 to 26 Feb 2021)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • James Robinson-Wyatt

    IRN JXR01016

    • SMF3 Executive Director (since 1 Mar 2026)
  • Jason Power

    IRN JXP01035

    • [FCA CF] Significant management (7 Nov 2024 to 31 Oct 2025)
  • Jeffrey David Cleverly

    IRN JDC01130

    • Director of firm who is not a certification employee or a SMF manager (since 26 Feb 2021)
    • SMF1 Chief Executive (9 Dec 2019 to 26 Feb 2021)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 1 Sep 2016)
    • CF3 Chief Executive (AR) (14 Jan 2005 to 15 Sep 2008)
    • CF3 Chief Executive (14 Jan 2005 to 8 Dec 2019)
    • CF1 Director (14 Jan 2005 to 1 Oct 2019)
  • John Hopkins

    IRN JXH00487

    • [FCA CF] Significant management (7 Nov 2024 to 31 Oct 2025)
  • Rhys Diment

    IRN RXD26229

    • Responsible for Insurance Distribution (since 15 Sep 2025)
    • SMF16 Compliance Oversight (since 4 Jul 2025)
    • [FCA CF] Significant management (9 Dec 2019 to 4 Jul 2025)
  • Roger Brian Moore

    IRN RBM01043

    • SMF16 Compliance Oversight (9 Dec 2019 to 30 Jun 2025)
    • SMF3 Executive Director (9 Dec 2019 to 30 Jun 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Jun 2025)
    • CF10 Compliance Oversight (12 May 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (28 Sep 2016 to 30 Sep 2018)
    • CF1 Director (28 Sep 2016 to 8 Dec 2019)

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.