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.

  • Elizabeth Jill Morris

    IRN EJM00021

    • CF11 Money Laundering Reporting (1 Dec 2001 to 2 Apr 2004)
    • CF10 Compliance Oversight (1 Dec 2001 to 2 Apr 2004)
  • Emma Louise Church

    IRN EXC00379

    • [FCA CF] Significant management (13 Aug 2024 to 31 Mar 2025)
  • Emma Victoria Jowett-Ive

    IRN EXJ00144

    • [FCA CF] Significant management (5 Aug 2024 to 1 Aug 2025)
  • Evelyn Brigid Bourke

    IRN EBB01009

    • CF2 Non Executive Director (28 Nov 2012 to 19 Sep 2016)
  • Gavin Howard

    IRN GXH01382

    • SMF2 Chief Finance (2 Jun 2022 to 12 Sep 2022)
    • SMF3 Executive Director (9 Dec 2019 to 12 Sep 2022)
    • CF1 Director (5 Feb 2019 to 8 Dec 2019)
  • Geoffrey Stephen Clarkson

    IRN GSC01054

    • CF2 Non Executive Director (16 Feb 2017 to 13 Sep 2019)
  • Gillian Batchelor

    IRN GXB00690

    • [FCA CF] Significant management (since 1 Oct 2025)
  • Glyn Roy Isden

    IRN GRI00001

    • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
    • CF24 Pension Transfer Specialist (16 Jul 2002 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF1 Director (1 Dec 2001 to 22 Jul 2009)
  • Gordon Wilson

    IRN GXW00200

    • SMF13 Chair of the Nominations Committee (since 27 Jun 2024)
    • SMF9 Chair of the Governing Body (since 11 Nov 2022)
  • Helen Josephine Wallace-Smith

    IRN HXW00243

    • [FCA CF] Significant management (13 Aug 2024 to 5 Sep 2025)

Recent activity

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

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