Date authorised
1 April 2013
Companies House
02780784
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Colwyn House
    Sheepen Place
    Colchester
    Essex
    CO3 3LD
    UNITED KINGDOM
    Phone
    +4401206765599
  • Complaints Contact

    Colwyn House
    Sheepen Place
    Colchester
    Essex
    CO3 3LD
    UNITED KINGDOM
    Phone
    +4401206765599

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

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

  • Authorised to Operate

  • Arranges Investments

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

  • 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.

  • Anthony John Reynolds

    IRN AJR01251

    • CF17 Significant Mgt (Other Business Operations) (31 Oct 2004 to 15 Dec 2005)
  • David Charles Miles

    IRN DCM01121

    • Responsible for Insurance Mediation (4 Sep 2009 to 24 Apr 2013)
    • CF1 Director (31 Oct 2004 to 24 Apr 2013)
    • CF3 Chief Executive (31 Oct 2004 to 6 Feb 2007)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
  • Dennis Peter Gladdy

    IRN DPG01053

    • Responsible for Insurance Mediation (14 Jan 2005 to 31 Jul 2008)
    • CF1 Director (31 Oct 2004 to 31 Jul 2008)
  • Lucian Frank Erich Pollington

    IRN LFP01004

    • CF1 Director (6 Feb 2007 to 18 Jan 2010)
  • Matthew John Phillips

    IRN MJP01229

    • Responsible for Insurance Distribution (since 8 Jul 2021)
    • SMF3 Executive Director (since 17 Mar 2020)
  • Paul Smith

    IRN PXS01677

    • CF2 Non Executive Director (31 Oct 2004 to 18 Jan 2010)
  • Russell Benedict Jervis

    IRN RBJ01022

    • SMF3 Executive Director (9 Dec 2019 to 1 Jun 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Jun 2021)
    • Responsible for Insurance Mediation (28 Aug 2015 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (6 Feb 2007 to 31 Mar 2009)
    • CF3 Chief Executive (6 Feb 2007 to 10 Aug 2009)
    • CF1 Director (6 Feb 2007 to 8 Dec 2019)
  • Wilfrid Mark Richard Davies

    IRN WMD01017

    • CF1 Director (31 Oct 2004 to 31 Jan 2006)

Recent activity

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

No changes recorded yet.