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.

  • Joanne Elizabeth Harman

    IRN JXH11258

    • Director of firm who is not a certification employee or a SMF manager (since 5 Oct 2023)
    • SMF3 Executive Director (9 Dec 2019 to 14 Mar 2024)
    • CF1 Director (20 May 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (20 May 2019 to 14 Mar 2024)
  • Joe Deer

    IRN JXD00397

    • [FCA CF] Significant management (31 Mar 2021 to 29 Oct 2021)
  • Kirsty Susan McKno

    IRN KSM01042

    • SMF3 Executive Director (3 Mar 2020 to 16 Jul 2020)
  • Luke Mitchell

    IRN LXM00281

    • [FCA CF] Significant management (18 Mar 2022 to 3 Oct 2023)
  • Martin Craig Bilham

    IRN MCB01229

    • SMF29 Limited scope function (limited scope SMCR firms only) (12 Mar 2024 to 15 Jan 2025)
    • SMF3 Executive Director (9 Dec 2019 to 14 Mar 2024)
    • CF1 Director (16 May 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (16 May 2019 to 14 Mar 2024)
  • Michael Philip Cutler

    IRN MXC45258

    • SMF3 Executive Director (3 Jul 2020 to 14 Mar 2024)
  • Nigel James Ward

    IRN NJW01122

    • Responsible for Insurance Distribution (1 Oct 2018 to 21 May 2019)
    • Responsible for Insurance Mediation (27 Jun 2018 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (27 Jun 2018 to 21 May 2019)
    • CF1 Director (27 Jun 2018 to 21 May 2019)
  • Paul Holt

    IRN PXH00440

    • [FCA CF] Significant management (10 Jun 2021 to 24 Mar 2022)
  • Paul Walrond

    IRN PXW00233

    • [FCA CF] Significant management (29 Mar 2021 to 3 Oct 2023)
  • Robert McDonald

    IRN RXM20627

    • SMF3 Executive Director (9 Dec 2019 to 24 Sep 2020)

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.