Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
St. James's Place House1 Tetbury RoadCirencesterGloucestershireGL7 1FPUNITED KINGDOM- Phone
- +4401285640302
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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.
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Retail Investment Funds
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Specialist Investment Funds
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Trevor John Downing
IRN TJD00002
- (1832)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Trevor Laurence Burchell
IRN TLB00001
- (30)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Van Sheldon Greaves
IRN VXG00010
- (1835)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Vaughan Olsson Hughes
IRN VOH00001
- (326)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2002)
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Vernon Howard Wiley
IRN VHW00001
- (221)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Vernon Trevor Legge
IRN VTL00001
- (183)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Victor Buhajewskyj
IRN VXB00001
- (334)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Victoria Ruth Knox
IRN VXK00187
- (62)[FCA CF] Significant management (since 2 Mar 2026)
- (61)[FCA CF] Material risk taker (since 2 Mar 2026)
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Vincent Joseph Heneghan
IRN VJH00009
- (1545)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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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.
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Trafalgar Square Financial Planning Consultants (no longer appointed)
FRN 223710 · Appointed 18 Mar 2003 · Until 3 Jun 2004
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Advanced Financial Management (no longer appointed)
FRN 223709 · Appointed 18 Mar 2003 · Until 3 Jun 2004
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Stepping Stones Estate Agents Ltd (no longer appointed)
FRN 223357 · Appointed 6 Mar 2003 · Until 3 Jun 2004
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Authorised Financial Advisers (no longer appointed)
FRN 222956 · Appointed 19 Feb 2003 · Until 15 May 2003
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (74)SMF24 Chief Operations
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controlled function added: (73)SMF18 Other Overall Responsibility
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controlled function added: (72)[FCA CF] Manager of certification employee
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controlled function added: (71)[FCA CF] Material risk taker
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controlled function added: (70)SMF7 Group Entity Senior Manager
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controlled function added: (69)SMF5 Head of Internal Audit
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controlled function added: (68)SMF18 Other Overall Responsibility
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controlled function added: (67)SMF1 Chief Executive
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controlled function added: (66)SMF3 Executive Director
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controlled function added: (65)SMF18 Other Overall Responsibility