Date authorised
1 April 2013
Companies House
06463920
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Usay House
    5 Hercules Court
    Lakeside Business Park
    Broadway Lane
    South Cerney
    Gloucestershire
    GL7 5XZ
    UNITED KINGDOM
    Phone
    +4401285864670
  • Complaints Contact

    Usay House
    5 Hercules Court
    Lakeside Business Park
    Broadway Lane
    South Cerney
    Gloucestershire
    GL7 5XZ
    UNITED KINGDOM
    Phone
    +441285864670

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
    • · 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

  • 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.

  • Matthew Gibson

    IRN MXG01737

    • [FCA CF] Significant management (13 Jan 2022 to 1 Jun 2023)
  • Max Burrows

    IRN MXB09552

    • [FCA CF] Significant management (9 Feb 2022 to 24 Jul 2025)
  • Mehboob Patel

    IRN MXP00300

    • [FCA CF] Significant management (since 13 Jan 2022)
  • Neil Robert Dennis

    IRN NRD01052

    • [FCA CF] Significant management (since 9 Feb 2022)
  • Paul Clayden

    IRN PFC01055

    • [FCA CF] Significant management (9 Feb 2022 to 24 Jul 2025)
  • Paul Terence Hale Carrington

    IRN PTC01046

    • CF1 Director (12 Nov 2013 to 13 Jul 2015)
  • Peter Bellini

    IRN PJB01408

    • [FCA CF] Significant management (9 Feb 2022 to 24 Jul 2025)
  • Philip Spencer Bayles

    IRN PSB01106

    • SMF18 Other Overall Responsibility (22 Jul 2025 to 9 Feb 2026)
    • [FCA CF] Significant management (13 Jan 2022 to 22 Jul 2025)
  • Rachel Dawn Claire Maguire

    IRN RXM00716

    • [FCA CF] Significant management (8 Sep 2022 to 31 Dec 2024)
  • Robert Laurence Worrell

    IRN RLW01047

    • SMF7 Group Entity Senior Manager (since 7 Jan 2026)
    • Responsible for Insurance Distribution (5 Nov 2021 to 17 Nov 2022)
    • SMF1 Chief Executive (5 Nov 2021 to 23 Sep 2022)
    • SMF3 Executive Director (5 Nov 2021 to 23 Sep 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.