Date authorised
1 March 2016
Companies House
OC326649
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Symonds & Sampson LLP, 5 Burraton Square
    Poundbury
    Dorchester
    Dorset
    DT1 3GR
    UNITED KINGDOM
    Phone
    +441305236560
  • Complaints Contact

    5 Burraton Square
    Poundbury
    Dorchester
    DT1 3GR
    UNITED KINGDOM
    Phone
    +441305236560

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Patrick Woodford

    IRN PJW01351

    • SMF27 Partner (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF4 Partner (1 Mar 2016 to 8 Dec 2019)
  • Paul Adrian Heard

    IRN PXH00244

    • SMF27 Partner (since 1 Apr 2021)
  • Philip W Pollard

    IRN PWP01020

    • SMF27 Partner (9 Dec 2019 to 31 Mar 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2022)
    • CF4 Partner (1 Mar 2016 to 8 Dec 2019)
  • Rachael James

    IRN RFJ01021

    • SMF27 Partner (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF4 Partner (1 Mar 2016 to 8 Dec 2019)
  • Richard Miller

    IRN RXM01770

    • SMF27 Partner (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF4 Partner (1 Mar 2016 to 8 Dec 2019)
  • Richard Taylor

    IRN RJT01209

    • SMF27 Partner (9 Dec 2019 to 31 Mar 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2022)
    • CF4 Partner (1 Mar 2016 to 8 Dec 2019)
  • Robyn Emily Harper

    IRN RXH00625

    • [FCA CF] Client dealing (27 Mar 2023 to 5 Jan 2024)
  • Ryan Alwyn Holmes

    IRN RXH00713

    • Responsible for Insurance Distribution (since 31 Mar 2024)
    • SMF27 Partner (since 31 Mar 2024)
  • Sarah Mary Vere

    IRN SXV00194

    • [FCA CF] Client dealing (since 28 Feb 2024)
  • Simon Clothier

    IRN SPC01179

    • SMF27 Partner (9 Dec 2019 to 31 Mar 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2024)
    • CF4 Partner (1 Mar 2016 to 8 Dec 2019)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.