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.

  • Stephen Andrew Bilham

    IRN SAB01347

    • 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)
    • Responsible for Insurance Mediation (22 Sep 2016 to 29 Jun 2018)
    • CF1 Director (1 Feb 2011 to 8 Dec 2019)
  • Stephen Philip Johnson

    IRN SPJ01062

    • CF1 Director (1 Feb 2011 to 7 Feb 2015)
    • Responsible for Insurance Mediation (1 Feb 2011 to 7 Feb 2015)
  • Steven Briscoe

    IRN SXB00910

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

    IRN TXH25538

    • SMF3 Executive Director (2 Mar 2020 to 14 Mar 2024)
  • Thomas Black

    IRN TXB00219

    • [FCA CF] Significant management (30 Mar 2021 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.