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.

  • Helen Wakeford

    IRN HMW01034

    • [FCA CF] Significant management (since 19 Jan 2026)
  • Henry St George Treherne

    IRN HST00002

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Hugh Male

    IRN HXM55022

    • [FCA CF] Significant management (1 Jan 2022 to 2 Dec 2025)
  • Iain Beattie McCoo

    IRN IBM01016

    • CF1 Director (23 Oct 2015 to 28 Jun 2019)
  • JOHN BAKER

    IRN JXB03310

    • [FCA CF] Significant management (1 Jan 2022 to 1 Sep 2025)
  • James Mailor Wilson

    IRN JMW01155

    • CF28 Systems and controls (14 Jan 2013 to 31 Oct 2014)
  • Jason Gardiner

    IRN JXG01005

    • [FCA CF] Significant management (since 9 Feb 2026)
  • Jennifer Ann Woods

    IRN JXW01226

    • [FCA CF] Significant management (since 14 Mar 2025)
  • Jennifer Helen Thorpe

    IRN JXT00535

    • SMF24 Chief Operations (since 1 Jul 2024)
    • [FCA CF] Significant management (21 Nov 2022 to 30 Jun 2024)
  • Jennifer O'Brien

    IRN JXO00091

    • [FCA CF] Significant management (24 Mar 2025 to 29 Oct 2025)

Recent activity

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

No changes recorded yet.