Date authorised
1 April 2013
Companies House
02418802
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Third Floor South
    Quadrangle
    Imperial Square
    Cheltenham
    Gloucestershire
    GL50 1PZ
    UNITED KINGDOM
    Phone
    +4407785628056
  • Complaints Contact

    Third Floor South
    Quadrangle
    Imperial Square
    Cheltenham
    Gloucestershire
    GL50 1PZ
    UNITED KINGDOM
    Phone
    +4401993893311

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

    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

  • 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.

  • Alison Catherine Meckiffe

    IRN AXM27289

    • SMF3 Executive Director (5 Oct 2020 to 17 Jul 2024)
    • SMF1 Chief Executive (5 Oct 2020 to 17 Jul 2024)
    • Responsible for Insurance Distribution (5 Oct 2020 to 17 Jul 2024)
  • Andrew James Galbraith

    IRN AJG01309

    • SMF9 Chair of the Governing Body (14 Jul 2020 to 30 Apr 2023)
  • Angus Kennedy Baird Cater

    IRN AKC01041

    • SMF1 Chief Executive (9 Dec 2019 to 10 Mar 2020)
    • SMF3 Executive Director (9 Dec 2019 to 10 Mar 2020)
    • Responsible for Insurance Distribution (1 Oct 2018 to 10 Mar 2020)
    • CF29 Significant management (1 Nov 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF3 Chief Executive (14 Jan 2005 to 8 Dec 2019)
    • CF19 Significant Mgt (Financial Resources) (14 Jan 2005 to 31 Oct 2007)
    • CF17 Significant Mgt (Other Business Operations) (14 Jan 2005 to 31 Oct 2007)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Brian William Hurd

    IRN BWH00012

    • CF2 Non Executive Director (14 Jan 2005 to 2 Nov 2006)
  • Christopher George Ide

    IRN CGI01001

    • CF2 Non Executive Director (12 Dec 2005 to 6 Mar 2007)
  • Clare Cave

    IRN CXC13798

    • SMF3 Executive Director (9 Dec 2019 to 10 Mar 2020)
    • CF1 Director (5 Jul 2019 to 8 Dec 2019)
  • Frank Gavin Corbett

    IRN FGC01012

    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
  • Hilary Sally Wilkins

    IRN HSW01015

    • CF8 Apportionment and Oversight (3 Jul 2006 to 25 Sep 2006)
    • CF17 Significant Mgt (Other Business Operations) (3 Jul 2006 to 25 Sep 2006)
    • CF1 Director (3 Jul 2006 to 25 Sep 2006)
  • Ian Charles Hamilton

    IRN ICH01025

    • CF28 Systems and controls (1 Nov 2007 to 18 Apr 2019)
    • CF29 Significant management (1 Nov 2007 to 18 Apr 2019)
    • CF15 Internal Audit (14 Jan 2005 to 31 Oct 2007)
    • CF17 Significant Mgt (Other Business Operations) (14 Jan 2005 to 31 Oct 2007)
    • CF19 Significant Mgt (Financial Resources) (14 Jan 2005 to 31 Oct 2007)
    • CF2 Non Executive Director (14 Jan 2005 to 8 Dec 2019)
    • CF1 Director (14 Jan 2005 to 18 Apr 2019)
  • Ian Reddie McNeil

    IRN IRM01047

    • CF1 Director (14 Jan 2005 to 5 Nov 2008)
    • CF2 Non Executive Director (14 Jan 2005 to 5 Nov 2008)
    • CF3 Chief Executive (14 Jan 2005 to 5 Nov 2008)

Recent activity

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

No changes recorded yet.