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.

  • Christopher Paul Hobson

    IRN CXH00815

    • [FCA CF] Significant management (since 8 Aug 2024)
  • Ciara Ward-Jenkins

    IRN CXW00455

    • [FCA CF] Significant management (since 24 Sep 2025)
  • Clare Jane Bousfield

    IRN CJB01252

    • SMF10 Chair of the Risk Committee (9 Oct 2024 to 1 Jul 2025)
  • Colin Stephen Moody

    IRN CSM01099

    • CF10a CASS Oversight function (11 Mar 2016 to 10 May 2016)
    • CF1 Director (5 Aug 2015 to 15 Feb 2017)
  • David Constantine

    IRN DXC54777

    • [FCA CF] Significant management (3 Jan 2020 to 17 Nov 2020)
  • David Keith Page

    IRN DKP01011

    • CF1 Director (10 Nov 2015 to 15 Jul 2016)
  • David Victor Paige

    IRN DVP01012

    • SMF11 Chair of the Audit Committee (16 May 2022 to 2 Dec 2022)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 16 May 2022)
    • CF2 Non Executive Director (29 Nov 2012 to 26 Apr 2017)
  • Derek Peter Jones

    IRN DPJ01028

    • CF24 Pension Transfer Specialist (14 Jun 2006 to 18 Oct 2007)
    • CF21 Investment Adviser (14 Jun 2006 to 18 Oct 2007)
  • Donna-Louise Ritson

    IRN DXR00153

    • [FCA CF] Significant management (1 Jan 2022 to 14 May 2024)
  • Elizabeth Jane Thorne

    IRN EJT01054

    • [FCA CF] Significant management (since 4 Aug 2025)

Recent activity

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

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