Date authorised
1 April 2013
Companies House
04011838
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Cedar House
    3 Cedar Park
    Cobham Road
    Wimborne
    Dorset
    BH21 7SB
    UNITED KINGDOM
    Phone
    +441202855856
  • Complaints Contact

    Cedar House
    3 Cedar Park
    Cobham Road
    Wimborne
    Dorset
    BH21 7SB
    UNITED KINGDOM
    Phone
    +441202855856

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Retail Investment Funds

  • Specialist Investment Funds

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jason Matthew Young

    IRN JXY13035

    • CF1 Director (AR) (16 Aug 2022 to 3 Mar 2023)
  • John David Gregory

    IRN JXG00328

    • 16. Safeguarding and administering investments or holding client money
    • SMF3 Executive Director (since 15 Jan 2026)
    • [FCA CF] CASS oversight function (since 26 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2021)
  • Kevin Anthony Lavery

    IRN KAL01074

    • CF3 Chief Executive (15 Jun 2015 to 25 Nov 2016)
    • CF10 Compliance Oversight (29 Sep 2014 to 11 Sep 2015)
    • CF1 Director (9 Jun 2014 to 25 Nov 2016)
    • CF30 Customer (9 May 2013 to 23 Dec 2016)
  • Leanne Isaacs

    IRN LXI01082

    • CF1 Director (4 May 2016 to 19 Jan 2017)
    • CF10 Compliance Oversight (11 Sep 2015 to 19 Jan 2017)
    • CF11 Money Laundering Reporting (11 Sep 2015 to 19 Jan 2017)
  • Marc Wood

    IRN MXW02386

    • CF1 Director (29 Mar 2017 to 7 Jul 2017)
  • Margaret Marie Green

    IRN MGG01026

    • CF2 Non Executive Director (16 Mar 2011 to 1 Jul 2014)
  • Mark Christopher Adorian

    IRN MCA01069

    • CF2 Non Executive Director (16 Mar 2011 to 2 Oct 2015)
  • Michelle Martin

    IRN MXM20605

    • SMF16 Compliance Oversight (7 Dec 2020 to 27 May 2022)
  • Niall Miles Pritchard

    IRN NMP01028

    • CF1 Director (AR) (23 Feb 2021 to 6 Feb 2023)
  • Paul Wilcox

    IRN PXW01227

    • CF2 Non Executive Director (28 Jul 2014 to 22 Nov 2017)
    • CF1 Director (1 Dec 2001 to 28 Jul 2014)

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.