Advantage Financial Services 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.

Antony John Martin
IRN AJM01502
- CF1 Director (AR) (9 Apr 2013 to 8 Jul 2015)
Arthur David Pease
IRN ADP01094
- CF1 Director (AR) (15 Jun 2009 to 15 Jan 2013)
- CF3 Chief Executive (AR) (15 Jun 2009 to 15 Jan 2013)
David Anthony Sharp
IRN DAS01300
- SMF3 Executive Director (9 Dec 2019 to 7 Dec 2020)
- SMF1 Chief Executive (9 Dec 2019 to 7 Dec 2020)
- Responsible for Insurance Distribution (1 Oct 2018 to 7 Dec 2020)
- CF3 Chief Executive (23 Jun 2016 to 8 Dec 2019)
- CF1 Director (18 Dec 2012 to 8 Dec 2019)
- Responsible for Insurance Mediation (18 Dec 2012 to 30 Sep 2018)
- CF29 Significant management (21 Jan 2009 to 19 Dec 2012)
Geoffrey Blagg
IRN GXB01514
- CF3 Chief Executive (14 Jan 2005 to 5 Jul 2006)
- CF1 Director (14 Jan 2005 to 5 Jul 2006)
Giulia Maria Said
IRN GMS01143
- SMF3 Executive Director (since 29 Apr 2020)
- CF3 Chief Executive (9 Jan 2015 to 2 Jun 2016)
- CF1 Director (9 Jan 2015 to 2 Jun 2016)
Heather Haggis
IRN HXH00315
- Responsible for Insurance Distribution (since 16 Jun 2025)
- SMF3 Executive Director (since 16 Jun 2025)
John Albert McEwan
IRN JAM01327
- CF3 Chief Executive (5 Mar 2012 to 26 Apr 2013)
- Responsible for Insurance Mediation (5 Mar 2012 to 3 Dec 2012)
- CF1 Director (21 Jan 2009 to 26 Apr 2013)
Keith Webber
IRN KXW08740
- CF1 Director (10 Dec 2018 to 18 Apr 2019)
Kenneth Finlay McNab
IRN KFM01026
- CF1 Director (AR) (since 27 Jan 2022)
Matthew George Purser
IRN MGP01079
- CF1 Director (AR) (2 Jun 2024 to 18 Jul 2025)

Smaller firms operating under this firm's FCA authorisation.

The Travel Vault Limited (no longer appointed)
FRN 608248 · Appointed 4 Oct 2013 · Until 27 Feb 2014
MGA Cover Services Limited (no longer appointed)
FRN 597536 · Appointed 20 Mar 2013 · Until 14 Aug 2015
Alpha One Insurance Limited (no longer appointed)
FRN 473639 · Appointed 5 Jun 2009 · Until 23 Jan 2013
The Association of Independent Tour Operators Ltd (no longer appointed)
FRN 468838 · Appointed 11 Jun 2007 · Until 5 Jul 2013

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.