Date authorised
1 April 2013
Companies House
01282939
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Ditton Park
    Riding Court Road
    Datchet
    Botanica
    SL3 9LL
    UNITED KINGDOM
    Phone
    +4403450718000
  • Complaints Contact

    PO Box 223
    Huddersfield
    HD8 1FR
    UNITED KINGDOM
    Phone
    +4403450261985

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

  • Stockbroking

    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.

  • Ioanna Tzanio Kalogera

    IRN ITK01003

    • CF1 Director (AR) (4 Feb 2014 to 30 Sep 2018)
  • Ira Lassman

    IRN IXL01219

    • CF5 Director of Unincorporated Association (AR) (20 Apr 2016 to 30 Sep 2018)
  • Irene Hansford

    IRN IXH01220

    • CF5 Director of Unincorporated Association (AR) (12 Nov 2007 to 14 Apr 2015)
  • Isabella Christina Louisa Von Mesterhazy

    IRN IXV00005

    • Responsible for Insurance Distribution (since 7 Jan 2025)
    • SMF3 Executive Director (since 23 Feb 2024)
    • [FCA CF] Significant management (9 Dec 2020 to 22 Feb 2024)
  • Ivor Lough

    IRN IXL01103

    • CF4 Partner (AR) (23 Feb 2006 to 30 Sep 2018)
  • Ivor Stocker

    IRN IXS01269

    • CF5 Director of Unincorporated Association (AR) (14 Jan 2005 to 11 Oct 2012)
  • Ivor Wolstencroft

    IRN IXW01201

    • CF1 Director (AR) (13 Mar 2013 to 25 Sep 2014)
  • Iwan Wyn Parry

    IRN IWP01018

    • CF1 Director (AR) (31 Aug 2012 to 30 Sep 2018)
  • Jacinta Browne

    IRN JXB02698

    • CF5 Director of Unincorporated Association (AR) (11 Mar 2011 to 12 Jun 2014)
  • Jackie Sands

    IRN JXS02795

    • CF5 Director of Unincorporated Association (AR) (8 Mar 2013 to 30 Sep 2018)

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.