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.

  • Judith Davidson

    IRN JXD02017

    • Director of firm who is not a certification employee or a SMF manager (26 Sep 2023 to 12 Jul 2024)
  • Julie Mary Baxter

    IRN JXB00955

    • [FCA CF] Significant management (24 Sep 2025 to 27 Feb 2026)
  • Kathryn Elizabeth Purves

    IRN KXP01420

    • Director of firm who is not a certification employee or a SMF manager (26 Sep 2023 to 30 Nov 2023)
  • Laura Lee Green

    IRN LXM37710

    • [FCA CF] Significant management (since 6 Aug 2024)
  • Louis Petherick

    IRN LXP01287

    • SMF16 Compliance Oversight (since 1 Aug 2025)
  • Michael Paul Lennon

    IRN MXL00787

    • [FCA CF] Significant management (since 29 Sep 2025)
  • Michael Robert Regan

    IRN MRR01080

    • [FCA CF] Significant management (since 17 Feb 2026)
    • [FCA CF] Manager of certification employee (since 17 Feb 2026)
    • SMF3 Executive Director (1 Jan 2024 to 17 Feb 2026)
    • Responsible for Insurance Distribution (1 Jan 2024 to 17 Feb 2026)
    • SMF1 Chief Executive (1 Jan 2024 to 17 Feb 2026)
  • Michael Scott

    IRN MXS20892

    • [FCA CF] Significant management (since 10 Feb 2026)
  • Michelle Margaret Davis

    IRN MXD55791

    • [FCA CF] Significant management (since 24 Sep 2025)
  • Paul Andrew Darvill

    IRN PXD02031

    • SMF3 Executive Director (9 Dec 2019 to 28 Nov 2023)
    • CF1 Director (2 Oct 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.