Date authorised
1 April 2013
Companies House
01458445
Last scraped
3 weeks 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
    +4403455212414
  • Complaints Contact

    Suite B & C
    First Floor
    Milford House
    43 - 55, Milford Street
    Salisbury
    Wiltshire
    SP1 2BP
    UNITED KINGDOM
    Phone
    +4403455212414

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), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
    • · Limited to personal pensions
  • Trades With You Directly

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

    Show 2 limitations
    • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates
    • · Limited to personal pensions
  • Runs Personal Pensions

    For Personal pension scheme

  • Investment Setup

    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)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
    • · Limited to personal pensions

Approved individuals

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

  • Alan James McDonald

    IRN AXM05465

    • SMF2 Chief Finance (22 Apr 2025 to 15 Oct 2025)
    • [FCA CF] Significant management (3 Jan 2025 to 19 May 2025)
  • Alan John Russell

    IRN AJR01235

    • [FCA CF] Significant management (1 Jan 2022 to 1 Jan 2023)
  • Alan Mooney

    IRN AXM00491

    • [FCA CF] Significant management (4 Jul 2022 to 18 Nov 2022)
  • Alastair Conway

    IRN AXC00140

    • SMF3 Executive Director (9 Dec 2019 to 18 Sep 2020)
    • SMF1 Chief Executive (9 Dec 2019 to 18 Sep 2020)
    • CF3 Chief Executive (21 Mar 2013 to 8 Dec 2019)
    • CF1 Director (21 Mar 2013 to 8 Dec 2019)
  • Alastair James Clarkson

    IRN AXC44358

    • SMF10 Chair of the Risk Committee (since 1 Aug 2025)
  • Alex Kovach

    IRN AXK02801

    • SMF18 Other Overall Responsibility (23 Feb 2022 to 1 Jan 2024)
    • [FCA CF] Significant management (1 Jun 2020 to 23 Feb 2022)
  • Alexander Filshie

    IRN AXF01555

    • SMF2 Chief Finance (26 Feb 2024 to 20 Dec 2024)
    • SMF3 Executive Director (26 Feb 2024 to 20 Dec 2024)
  • Alice Dixie

    IRN AXD37916

    • [FCA CF] Significant management (9 Dec 2019 to 23 Jan 2026)
  • Alison Gail Bragg

    IRN AGB01181

    • Director of firm who is not a certification employee or a SMF manager (since 8 Jul 2025)
  • Alison Paula Longbottom

    IRN AXL00130

    • SMF18 Other Overall Responsibility (since 23 Feb 2022)
    • [FCA CF] Significant management (8 Dec 2020 to 23 Feb 2022)

Recent activity

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

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