Date authorised
19 August 2013
Companies House
08485364
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Wellington House
    10 Waterloo St West
    Macclesfield
    Cheshire
    SK11 6PJ
    UNITED KINGDOM
    Phone
    +4407881531557
  • Complaints Contact

    Wellington House
    10 Waterloo St West
    Macclesfield
    Cheshire
    SK11 6PJ
    UNITED KINGDOM
    Phone
    +4407881531557

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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.

  • Damon John Blakey

    IRN DJB01604

    • Responsible for Insurance Mediation (19 Aug 2013 to 11 Nov 2015)
    • CF1 Director (19 Aug 2013 to 11 Nov 2015)
  • James Baillie Monteith

    IRN JBM01136

    • CF1 Director (AR) (23 Mar 2017 to 3 Apr 2018)
  • Joseph Wall

    IRN JXW00040

    • CF1 Director (19 Aug 2013 to 4 Dec 2014)
  • Neil Robert Fletcher

    IRN NRF01030

    • CF1 Director (19 Aug 2013 to 11 Nov 2015)
  • Philip John Price

    IRN PJP01100

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (23 Nov 2015 to 8 Dec 2019)
    • CF29 Significant management (23 Nov 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (23 Nov 2015 to 30 Sep 2018)
  • Richard White

    IRN RXW01850

    • CF2 Non Executive Director (AR) (21 Oct 2016 to 26 Jun 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.