Date authorised
1 April 2013
Companies House
06904209
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Warner House
    123 Castle Street
    Salisbury
    Wiltshire
    SP1 3TB
    UNITED KINGDOM
    Phone
    +4402033252727
  • Complaints Contact

    Warner House
    123 Castle Street
    Salisbury
    Wiltshire
    SP1 3TB
    UNITED KINGDOM
    Phone
    +4402033252727

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 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

  • 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.

  • Charles Edward Butcher

    IRN CXB01632

    • CF1 Director (14 Dec 2009 to 11 Nov 2013)
  • David Paul Coles

    IRN DPC01052

    • SMF3 Executive Director (4 Nov 2022 to 31 Aug 2023)
  • Donna Samantha Sweetman

    IRN DSS01106

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (16 Nov 2017 to 30 Sep 2018)
    • CF1 Director (16 Nov 2017 to 8 Dec 2019)
    • CF1 Director (AR) (1 Oct 2015 to 27 Jan 2021)
  • Jody Robert Brooks

    IRN JRB01235

    • CF3 Chief Executive (AR) (16 Apr 2013 to 30 Jun 2014)
    • CF1 Director (AR) (16 Apr 2013 to 30 Jun 2014)
  • Louise Walker

    IRN LXW00411

    • SMF3 Executive Director (since 14 Aug 2024)
  • Mark Allen

    IRN MAA01194

    • CF1 Director (AR) (16 Nov 2016 to 1 Nov 2017)
    • CF1 Director (14 Dec 2009 to 1 Nov 2017)
    • CF3 Chief Executive (14 Dec 2009 to 1 Nov 2017)
    • Responsible for Insurance Mediation (14 Dec 2009 to 1 Nov 2017)
  • Natalie Surtees

    IRN NXS02265

    • CF1 Director (AR) (since 30 Sep 2016)
  • Neil Woods

    IRN NXW01182

    • CF1 Director (16 Nov 2017 to 3 Jun 2019)
  • Paul Edward Byrne

    IRN PEB01080

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (since 15 Nov 2016)
    • CF1 Director (29 Nov 2013 to 8 Dec 2019)
  • Paul Jones

    IRN PXJ01366

    • CF2 Non Executive Director (26 Jul 2017 to 16 Nov 2017)
    • CF2 Non Executive Director (AR) (17 Jul 2017 to 16 Nov 2017)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.