TREVELLYAN SERVICES LIMITED
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Jack Dash House2nd Floor2 Lawn House CloseLondonE14 9YQUNITED KINGDOM- Phone
- +442075376603
-
Complaints Contact
Trevellyan Insurance BrokersJack Dash House2 Lawn House CloseLondonTower HamletsE14 9YQUNITED KINGDOM- Phone
- +442075376603
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
-
Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Credit Brokering
-
Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Anthony Joseph Adjei
IRN AJA01209
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 3 Sep 2019)
- CF1 Director (12 Nov 2012 to 8 Dec 2019)
-
Daniel Neil Putnam
IRN DNP01037
- CF1 Director (1 Sep 2014 to 19 Mar 2015)
- Responsible for Insurance Mediation (1 Sep 2014 to 29 Apr 2015)
-
Danielle Williams
IRN DXW01872
- CF1 Director (23 Jul 2014 to 18 Mar 2015)
- Responsible for Insurance Mediation (23 Jul 2014 to 18 Mar 2015)
-
Perry David Julier
IRN PDJ01051
- CF1 Director (16 Jul 2013 to 18 Mar 2015)
- Responsible for Insurance Mediation (16 Jul 2013 to 9 Jul 2014)
-
Simon Barry Navin-John
IRN SBN01013
- Responsible for Insurance Mediation (12 Nov 2012 to 10 Jul 2013)
- CF1 Director (12 Nov 2012 to 10 Jul 2013)
-
Thomas Steenson
IRN TXS01861
- Responsible for Insurance Distribution (1 Oct 2018 to 3 Sep 2019)
- Responsible for Insurance Mediation (15 May 2015 to 30 Sep 2018)
- CF1 Director (15 May 2015 to 3 Sep 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Citygate Accountants Limited (no longer appointed)
FRN 798663 · Appointed 16 Jan 2018 · Until 21 Mar 2023
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.