Date authorised
1 April 2013
Companies House
05224391
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Westminster House
    5 Allberry Gardens
    Weymouth
    Dorset
    DT3 6SQ
    UNITED KINGDOM
    Phone
    +441305839939
  • Complaints Contact

    Westminster House
    5 Allberry Gardens
    Weymouth
    Dorset
    DT3 6SQ
    UNITED KINGDOM
    Phone
    +441305839939

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.

  • Gail O'Donovan

    IRN GXO00121

    • SMF3 Executive Director (since 27 Sep 2025)
  • Gerard O'Donovan

    IRN GXO01112

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF8 Apportionment and Oversight (13 Sep 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (13 Sep 2005 to 30 Sep 2018)
    • CF1 Director (13 Sep 2005 to 8 Dec 2019)
    • CF3 Chief Executive (13 Sep 2005 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.