Polo Managing Agency Limited

Date authorised
3 May 2000
Companies House
03935227
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    24 Monument Street
    24 Monument Street London City Of London EC3R 8AJ UNITED KINGDOM
    London
    City Of London
    EC3R 8AJ
    UNITED KINGDOM
    Phone
    +442033376476
    Web
    https://www.polo.works

  • Complaints Contact

    24 Monument Street London City Of London EC3R 8AJ UNITED KINGDOM
    London
    City Of London
    EC3R 8AJ
    UNITED KINGDOM
    Phone
    +442035434553

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

  • Investment Advice (no pensions)

    For Commercial, 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, Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Non-investment insurance contracts

  • Stockbroking

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

  • Lloyd's Syndicate Management

    For All, Rights to or interests in investments, Underwriting capacity of a Lloyd's syndicate

Approved individuals

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

  • Philip Dietz

    IRN PXD01387

    • CF1 Director (6 Jun 2008 to 1 Mar 2010)
  • Philip Richard Smith

    IRN PXS24361

    • SMF3 Executive Director (since 4 Feb 2020)
    • SMF24 Chief Operations (3 Feb 2023 to 10 Mar 2025)
  • Raphael Georges Borrel

    IRN RXB00737

    • SMF4 Chief Risk (11 Nov 2024 to 18 Dec 2024)
    • SMF16 Compliance Oversight (11 Nov 2024 to 18 Dec 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (11 Nov 2024 to 18 Dec 2024)
  • Richard James Finney

    IRN RJF01119

    • [PRA CF] Significant risk taker or Material risk taker (25 Oct 2019 to 26 Apr 2022)
  • Richard Montague Fuller

    IRN RXM02865

    • SMF2 Chief Finance (16 Mar 2022 to 11 Nov 2022)
  • Richard Trevor Antony Morgan

    IRN RTM01016

    • CF1 Director (1 Dec 2001 to 3 Jun 2010)
  • Robert Moutray Richardson-Bunbury

    IRN RXR22371

    • SMF20 Chief Actuary (since 21 Jan 2021)
  • Santal Free

    IRN SXF24326

    • SMF7 Group Entity Senior Manager (8 Apr 2022 to 29 Apr 2022)
  • Sarah Margaret Wilton

    IRN SXW01371

    • SMF9 Chair of the Governing Body (9 Jun 2020 to 30 Jun 2021)
    • SMF14 Senior Independent Director (10 Dec 2018 to 17 Dec 2018)
    • SMF12 Chair of the Remuneration Committee (10 Dec 2018 to 30 Jun 2021)
    • SMF10 Chair of the Risk Committee (10 Dec 2018 to 22 May 2020)
    • SMF11 Chair of the Audit Committee (10 Dec 2018 to 22 May 2020)
    • SIMF12 Chair of the Remuneration Committee (5 Jul 2017 to 9 Dec 2018)
    • SIMF14 Senior Independent Director (7 Mar 2016 to 9 Dec 2018)
    • SIMF10 Chair of the Risk Committee (7 Mar 2016 to 9 Dec 2018)
    • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 9 Dec 2018)
    • CF2 Non Executive Director (22 Mar 2004 to 6 Mar 2016)
  • Sarah McDonald

    IRN SXM04942

    • SMF16 Compliance Oversight (since 9 Apr 2026)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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