Date authorised
29 September 2021
Companies House
BR000105
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Zurich Centre
    3000B Parkway
    Whiteley
    Fareham
    Hampshire
    PO15 7JZ
    UNITED KINGDOM
    Phone
    +4401793511227
  • Complaints Contact

    The Zurich Centre
    3000B Parkway
    Whiteley
    Fareham
    Hampshire
    PO15 7JZ
    UNITED KINGDOM
    Phone
    +4408000560237

What this firm is allowed to do

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

  • Bank Deposits

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
  • 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

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Manages Insurance Policies

    For All, Accident, Aircraft, Aircraft liability, Assistance, Credit, Damage to property, Fire and natural forces, General liability, Goods in transit, Land Vehicles, Legal expenses, Liability for ships, Miscellaneous financial loss, Motor vehicle liability, Railway rolling stock, Ships, Sickness, Suretyship

  • Credit Brokering

    Show 1 limitation
    • · Not permitted to canvass off trade premises
  • Trades With You Directly

    For Eligible Counterparty, Professional, Certificates representing certain security, Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Issues Insurance

    For All, Accident, Aircraft, Aircraft liability, Assistance, Credit, Damage to property, Fire and natural forces, General liability, Goods in transit, Land Vehicles, Legal expenses, Liability for ships, Miscellaneous financial loss, Motor vehicle liability, Railway rolling stock, Ships, Sickness, Suretyship

  • Consumer Loans

  • Loan Servicing

  • 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.

  • Kelly Beach

    IRN KXB00449

    • [FCA CF] Significant management (since 1 Jan 2023)
  • Kevin Morton

    IRN KXM00635

    • [FCA CF] Significant management (since 15 Jul 2024)
    • [PRA CF] Key function holder (since 15 Jul 2024)
    • [PRA CF] Significant risk taker or Material risk taker (6 Oct 2023 to 8 Jan 2024)
    • [FCA CF] Significant management (6 Oct 2023 to 8 Jan 2024)
  • Kirk Spencer

    IRN KXS00716

    • [FCA CF] Significant management (since 19 Apr 2024)
  • Lisa Meffan

    IRN LXM00576

    • SMF5 Head of Internal Audit (since 29 Jun 2023)
    • [FCA CF] Significant management (11 May 2023 to 29 Jun 2023)
  • Marianne Grace Cowie

    IRN MXC01465

    • [FCA CF] Significant management (since 11 Aug 2025)
  • Mark Straupe

    IRN MXS05510

    • [FCA CF] Significant management (since 24 Feb 2026)
  • Marnee Hicks

    IRN MXB84364

    • [FCA CF] Significant management (1 Jan 2023 to 3 Mar 2026)
  • Michael Clive Bowles

    IRN MXB00920

    • [FCA CF] Significant management (since 1 Jan 2023)
  • Michael Hergesell

    IRN MXH47859

    • [PRA CF] Significant risk taker or Material risk taker (7 Jul 2023 to 31 Dec 2023)
    • [FCA CF] Significant management (1 Jan 2023 to 31 Dec 2023)
  • Michael James Essam

    IRN MXE00226

    • [PRA CF] Significant risk taker or Material risk taker (7 Jul 2023 to 4 Nov 2024)
    • [FCA CF] Significant management (1 Jan 2023 to 4 Nov 2024)

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.