Date authorised
2 October 2017
Companies House
02869547
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite B & C
    First Floor
    Milford House
    43 - 55, Milford Street
    Salisbury
    Wiltshire
    SP1 2BP
    UNITED KINGDOM
    Phone
    +4403704147000
  • Complaints Contact

    153, Princes Street
    Ipswich
    Suffolk
    IP1 1QJ
    UNITED KINGDOM
    Phone
    +4403704147000

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 Professional, Retail (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
  • Trades With You Directly

    For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
  • Runs Personal Pensions

    For Personal pension scheme

  • Investment Setup

    For Professional, Retail (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.

Approved individuals

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

  • Emma Louise Church

    IRN EXC00379

    • [FCA CF] Significant management (13 Aug 2024 to 31 Mar 2025)
  • Emma Victoria Jowett-Ive

    IRN EXJ00144

    • [FCA CF] Significant management (5 Aug 2024 to 1 Aug 2025)
  • Gemma Louise Millard

    IRN GXM00210

    • [FCA CF] Significant management (2 Nov 2023 to 5 Feb 2024)
  • Gillian Batchelor

    IRN GXB00690

    • [FCA CF] Significant management (since 1 Oct 2025)
  • Gordon Wilson

    IRN GXW00200

    • SMF9 Chair of the Governing Body (since 25 Nov 2025)
  • Graham MacDonald Muir

    IRN GMM00001

    • SMF3 Executive Director (9 Dec 2019 to 30 Apr 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Apr 2021)
    • Responsible for Insurance Mediation (2 Oct 2017 to 30 Sep 2018)
    • CF1 Director (2 Oct 2017 to 8 Dec 2019)
  • Helen Josephine Wallace-Smith

    IRN HXW00243

    • [FCA CF] Significant management (13 Aug 2024 to 5 Sep 2025)
  • Helen Wakeford

    IRN HMW01034

    • [FCA CF] Significant management (since 19 Jan 2026)
  • Hugh Male

    IRN HXM55022

    • [FCA CF] Significant management (6 Aug 2024 to 2 Dec 2025)
  • Ian Charles Stone

    IRN ICS01058

    • SMF16 Compliance Oversight (5 Feb 2021 to 12 Feb 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (5 Feb 2021 to 12 Feb 2021)

Recent activity

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

No changes recorded yet.