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.

  • Vivienne Hole

    IRN VXH01087

    • [FCA CF] Significant management (9 Dec 2019 to 16 Oct 2020)
  • William De Bretton Priestley

    IRN WDP01004

    • SMF12 Chair of the Remuneration Committee (16 May 2022 to 16 Dec 2022)
    • SMF13 Chair of the Nominations Committee (16 May 2022 to 16 Dec 2022)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 16 May 2022)

Recent activity

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

No changes recorded yet.