Date authorised
1 April 2013
Companies House
OC309647
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    7 Glebeland Street
    Merthyr Tydfil
    Mid Glamorgan
    CF47 8AU
    UNITED KINGDOM
    Phone
    +4401685373311
  • Complaints Contact

    7 Glebeland Street
    Merthyr Tydfil
    Mid Glamorgan
    CF47 8AU
    UNITED KINGDOM
    Phone
    +4401685373311

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

  • 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

  • Debt Plan Admin

  • 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.

  • Andrew John Cleaves

    IRN AJC00046

    • SMF27 Partner (9 Dec 2019 to 24 Nov 2025)
    • CF4 Partner (14 Jan 2005 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 21 Jun 2013)
  • Carl Alexander Bew

    IRN CXB01155

    • SMF27 Partner (since 24 Dec 2025)
  • Julian Lawthom

    IRN JXL00059

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Jan 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 21 Jun 2013)
  • Stephen Howard Bew

    IRN SHB00005

    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF4 Partner (14 Jan 2005 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Tyrone Jones

    IRN TXJ00019

    • CF4 Partner (14 Jan 2005 to 19 Sep 2018)
    • Responsible for Insurance Mediation (14 Jan 2005 to 21 Jun 2013)

Recent activity

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

No changes recorded yet.