Date authorised
1 April 2013
Companies House
07037484
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Vision House
    61 London Road
    Bagshot
    Surrey
    GU19 5DT
    UNITED KINGDOM
    Phone
    +441276850544
  • Complaints Contact

    Vision House
    61 London Road
    Bagshot
    Surrey
    GU19 5DT
    UNITED KINGDOM
    Phone
    +4401276850544

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

    For Commercial, Retail (Non-Investment Insurance)

    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

  • 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.

  • Claire Louise MacKinnon

    IRN CLM01126

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (12 Jan 2015 to 8 Dec 2019)
  • David MacKinnon

    IRN DXM02011

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (10 Feb 2010 to 30 Sep 2018)
    • CF1 Director (10 Feb 2010 to 8 Dec 2019)
  • Michael David Simon Edgeley

    IRN MDE01061

    • SMF3 Executive Director (since 11 Jun 2025)
    • Responsible for Insurance Distribution (since 8 Jan 2025)
    • SMF1 Chief Executive (8 Jan 2025 to 12 Jun 2025)
  • Philip Williams

    IRN PXW00171

    • SMF3 Executive Director (since 8 Jan 2025)
  • Timothy John Money

    IRN TJM01217

    • SMF3 Executive Director (since 2 Jan 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Family Fund Trust (no longer appointed)

    FRN 584122 · Appointed 19 May 2015 · Until 16 Apr 2020

  • David Hammett (no longer appointed)

    FRN 522327 · Appointed 15 Apr 2010 · Until 6 Jan 2012

Recent activity

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

No changes recorded yet.