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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William Peter Tonks
IRN WPT01009
- (1172)CF28 Systems and controls (3 Mar 2016 to 29 Dec 2017)
- (1173)CF11 Money Laundering Reporting (10 Nov 2005 to 8 Mar 2006)
- (1174)CF1 Director (14 Feb 2005 to 31 Dec 2011)
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William Richard Lovesey
IRN WRL00002
- (208)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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William Simon Alterman
IRN WSA01009
- (1270)CF10a CASS Oversight function (1 Oct 2011 to 12 Apr 2013)
- (1269)CF29 Significant management (26 Aug 2011 to 6 Jan 2016)
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William Weir
IRN WXW01042
- (711)CF2 Non Executive Director (1 Dec 2001 to 12 May 2005)
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William Wilson Stewart
IRN WWS00002
- (2092)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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Zafer Saygilier
IRN ZXS00001
- (230)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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john varady
IRN JFV00001
- (1466)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Continental Insurance & Mortgage Consultants (no longer appointed)
FRN 222947 · Appointed 18 Feb 2003 · Until 3 Jun 2004
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Premier International Properties Ltd (no longer appointed)
FRN 222919 · Appointed 17 Feb 2003 · Until 3 Jun 2004
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Chartes-Reid & Associates Ltd (no longer appointed)
FRN 222768 · Appointed 11 Feb 2003 · Until 3 Jun 2004
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Higham Financial Services Ltd (no longer appointed)
FRN 222678 · Appointed 7 Feb 2003 · Until 3 Jun 2004
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The Mortgage & Investment Partnership (no longer appointed)
FRN 222299 · Appointed 27 Jan 2003 · Until 3 Jun 2004
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Rushbrooke Independent Mortgage Services (no longer appointed)
FRN 222269 · Appointed 22 Jan 2003 · Until 3 Jun 2004
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (34)[FCA CF] Significant management
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controlled function added: (33)[FCA CF] Material risk taker
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controlled function added: (32)[FCA CF] Significant management
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controlled function added: (31)[FCA CF] Functions requiring qualifications
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controlled function added: (30)[FCA CF] Manager of certification employee
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controlled function added: (29)[FCA CF] Material risk taker
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controlled function added: (28)[FCA CF] Client dealing
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controlled function added: (27)14. Managing investments
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controlled function added: (26)[FCA CF] Significant management
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controlled function added: (25)[FCA CF] Manager of certification employee