Willis Limited

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Addresses

The contact details this firm has registered with the FCA.

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
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- · 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

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

Jonathan Robert Marsh
IRN JXM00321
- [FCA CF] Significant management (9 Dec 2019 to 30 Nov 2021)
Joseph James Plumeri
IRN JJP01086
- CF1 Director (23 Dec 2009 to 7 Jul 2013)
Joseph John Trotti
IRN JJT01055
- CF1 Director (26 Jan 2012 to 22 Jun 2012)
Julie Maria Hoddy
IRN JXH00251
- [FCA CF] Significant management (since 1 Oct 2020)
Justin Harvey Lovell
IRN JXL00161
- [FCA CF] Significant management (since 4 Dec 2020)
Katharine Boysen
IRN KXB00149
- [FCA CF] Significant management (since 4 Jan 2022)
Kay Jean McMenamin
IRN KXM00740
- [FCA CF] Significant management (since 21 Oct 2024)
Kayleigh Marie Thorne
IRN KXT00357
- [FCA CF] Significant management (since 2 May 2025)
- [FCA CF] Manager of certification employee (since 2 May 2025)
Keith Roux
IRN KXR00396
- CF2 Non Executive Director (AR) (16 May 2025 to 20 Oct 2025)
Kevin Gerald Ahern
IRN KGA01015
- CF28 Systems and controls (2 Apr 2013 to 8 Apr 2013)

Smaller firms operating under this firm's FCA authorisation.

Infrastructure Managers Ltd (no longer appointed)
FRN 439806 · Appointed 22 Sep 2005 · Until 8 Dec 2011
Imica Business Consultants Ltd (no longer appointed)
FRN 439300 · Appointed 14 Sep 2005 · Until 21 Mar 2009
MMCPR (no longer appointed)
FRN 439299 · Appointed 14 Sep 2005 · Until 21 Mar 2009
The Master Business Ltd (no longer appointed)
FRN 438948 · Appointed 8 Sep 2005 · Until 21 Mar 2009
John Greer Associates Ltd (no longer appointed)
FRN 438951 · Appointed 8 Sep 2005 · Until 21 Mar 2009
Gerron Ltd (no longer appointed)
FRN 438949 · Appointed 8 Sep 2005 · Until 4 Apr 2011
John Sayer Associates (no longer appointed)
FRN 438950 · Appointed 8 Sep 2005 · Until 1 Oct 2006
FHC Oakchoice Ltd (no longer appointed)
FRN 435353 · Appointed 11 Jul 2005 · Until 13 Apr 2008
P + F Safepac Company Ltd (no longer appointed)
FRN 435351 · Appointed 11 Jul 2005 · Until 1 Oct 2005
Osbournes Removals & Storage Ltd (no longer appointed)
FRN 435354 · Appointed 11 Jul 2005 · Until 31 Dec 2005

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.