Date authorised
1 April 2013
Companies House
07068939
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Kirkgate
    19-33 Church Street
    Epsom
    Surrey
    KT17 4PF
    UNITED KINGDOM
    Phone
    +4403435094900
  • Complaints Contact

    The Kirkgate
    19-33 Church Street
    Epsom
    Surrey
    KT17 4PF
    UNITED KINGDOM
    Phone
    +4401372725777

What this firm is allowed to do

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

  • 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

  • Claims Lead Generation

Approved individuals

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

  • Alistair Campbell

    IRN AXC78591

    • SMF3 Executive Director (8 Jun 2020 to 14 Mar 2024)
  • Amy Capstick

    IRN AXC00540

    • [FCA CF] Significant management (29 Mar 2021 to 28 Jan 2022)
  • Andrew Bilham

    IRN AXB00709

    • SMF29 Limited scope function (limited scope SMCR firms only) (since 29 Jan 2025)
    • [FCA CF] Significant management (29 Mar 2021 to 3 Oct 2023)
  • Caroline Emily Elizabeth Russell

    IRN CXR25173

    • SMF3 Executive Director (6 Mar 2020 to 14 Mar 2024)
  • David Garratt

    IRN DXG00261

    • [FCA CF] Significant management (31 Mar 2021 to 9 Jul 2021)
  • Dilip Patel

    IRN DXP01694

    • Responsible for Insurance Mediation (25 Mar 2015 to 7 Sep 2016)
    • CF1 Director (1 Feb 2011 to 7 Sep 2016)
  • Douglas Lindsay Hay Laver

    IRN DLL01029

    • SMF3 Executive Director (28 Feb 2020 to 14 Mar 2024)
  • Emma Willis

    IRN EXW00116

    • [FCA CF] Significant management (29 Mar 2021 to 28 Apr 2022)
  • Jack Davies

    IRN JXD00330

    • [FCA CF] Significant management (4 Feb 2020 to 31 Dec 2021)
  • Jo Mercer

    IRN JXM01056

    • [FCA CF] Significant management (26 Apr 2022 to 3 Oct 2023)

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.