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.

  • Tracy Jean Bristow

    IRN TXB00299

    • CF1 Director (AR) (22 Dec 2021 to 4 Apr 2022)
  • Trevor John Chanter

    IRN TJC01084

    • CF30 Customer (4 May 2010 to 14 Dec 2013)
  • Vincent Neil Hoare

    IRN VNH01002

    • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2025)
    • SMF1 Chief Executive (9 Dec 2019 to 17 Aug 2025)
    • CF1 Director (AR) (27 Apr 2018 to 24 Aug 2022)
    • CF3 Chief Executive (19 Jan 2017 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 11 Sep 2006)
    • CF10 Compliance Oversight (1 Dec 2001 to 11 Sep 2006)
    • CF1 Director (1 Dec 2001 to 8 Dec 2019)

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.