Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +4401285640302
-
Complaints Contact
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +441285640302
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
-
Retail Investment Funds
-
Specialist Investment Funds
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Trevor John Downing
IRN TJD00002
- (1832)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Trevor Laurence Burchell
IRN TLB00001
- (30)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Van Sheldon Greaves
IRN VXG00010
- (1835)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Vaughan Olsson Hughes
IRN VOH00001
- (326)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2002)
-
Vernon Howard Wiley
IRN VHW00001
- (221)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Vernon Trevor Legge
IRN VTL00001
- (183)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Victor Buhajewskyj
IRN VXB00001
- (334)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Victoria Ruth Knox
IRN VXK00187
- (62)[FCA CF] Significant management (since 2 Mar 2026)
- (61)[FCA CF] Material risk taker (since 2 Mar 2026)
-
Vincent Joseph Heneghan
IRN VJH00009
- (1545)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
-
Vincent Martin Rozkres
IRN VMR00002
- (690)CF21 Investment Adviser (3 Oct 2002 to 3 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Protect Tax and Trust Services Ltd (no longer appointed)
FRN 211110 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
Premium Accounting & Training Services (no longer appointed)
FRN 201272 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
The Strategic Alliance Group Ltd (no longer appointed)
FRN 211106 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
Exit Strategy Planning Ltd (no longer appointed)
FRN 211116 · Appointed 16 Apr 2002 · Until 3 Jun 2004
-
Motley Wealth Management Limited (no longer appointed)
FRN 207119 · Appointed 30 Oct 2001 · Until 3 Jun 2004
-
Ellis Financial Management (no longer appointed)
FRN 207127 · Appointed 30 Oct 2001 · Until 3 Jun 2004
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (84)14. Managing investments
-
controlled function added: (83)[FCA CF] CASS oversight function
-
controlled function added: (82)[FCA CF] Manager of certification employee
-
controlled function added: (81)[FCA CF] Material risk taker
-
controlled function added: (80)[FCA CF] Significant management
-
controlled function added: (79)[FCA CF] Manager of certification employee
-
controlled function added: (78)[FCA CF] Material risk taker
-
controlled function added: (77)[FCA CF] Significant management
-
controlled function added: (76)[FCA CF] Material risk taker
-
controlled function added: (75)SMF7 Group Entity Senior Manager