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.

  • Paul Gerard McNamara

    IRN PXM01872

    • CF1 Director (1 May 2015 to 15 Sep 2016)
  • Paul James Bagley

    IRN PJB00168

    • [FCA CF] Significant management (since 1 Jan 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 1 Jul 2020)
  • Peter Eric Priestley

    IRN PEP01037

    • CF2 Non Executive Director (10 Dec 2012 to 26 Apr 2017)
  • Peter Gordon John Docherty

    IRN PGD01076

    • SMF18 Other Overall Responsibility (since 20 May 2025)
    • [FCA CF] Significant management (20 May 2025 to 21 May 2025)
    • [FCA CF] Manager of certification employee (20 May 2025 to 21 May 2025)
    • SMF4 Chief Risk (1 Jan 2024 to 7 May 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Jan 2024 to 29 Jul 2024)
    • SMF16 Compliance Oversight (1 Jan 2024 to 7 May 2025)
  • Peter Mark Burtonshaw

    IRN PMB01176

    • CF1 Director (10 Feb 2014 to 17 Apr 2015)
  • Rebecca Hardman

    IRN RXH00340

    • [FCA CF] Significant management (since 24 Sep 2025)
  • Rebekah Duckett

    IRN RXD56805

    • [FCA CF] Significant management (9 Dec 2019 to 22 Feb 2021)
  • Richard Alexander Collins

    IRN RAC01318

    • SMF4 Chief Risk (9 Jun 2025 to 1 Aug 2025)
    • SMF16 Compliance Oversight (9 Jun 2025 to 1 Aug 2025)
  • Richard Alexander Rowney

    IRN RAR01116

    • SMF1 Chief Executive (since 16 Jun 2021)
    • SMF3 Executive Director (since 16 Jun 2021)
  • Richard Andrew Beale

    IRN RAB00042

    • CF1 Director (20 May 2008 to 15 May 2017)
    • CF29 Significant management (1 Nov 2007 to 21 May 2008)
    • CF17 Significant Mgt (Other Business Operations) (7 Feb 2006 to 31 Oct 2007)
    • Responsible for Insurance Mediation (14 Jan 2005 to 15 May 2017)
    • CF11 Money Laundering Reporting (5 Jul 2004 to 24 Apr 2019)
    • CF10 Compliance Oversight (5 Jul 2004 to 24 Apr 2019)

Recent activity

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

No changes recorded yet.