Date authorised
1 April 2013
Companies House
04019801
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Emerald Buildings
    Westmere Drive
    Crewe
    Cheshire
    CW1 6UN
    UNITED KINGDOM
    Phone
    +443330090278
  • Complaints Contact

    Emerald Buildings
    Westmere Drive
    Crewe
    Cheshire
    CW1 6UN
    UNITED KINGDOM
    Phone
    +443330095656

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

  • Stockbroking

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

  • Debt Collection

  • 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.

  • William Michael Balsley

    IRN MXB02807

    • CF3 Chief Executive (18 Jul 2011 to 14 Jan 2014)
    • Responsible for Insurance Mediation (18 Jul 2011 to 14 Jan 2014)
    • CF1 Director (7 Jun 2011 to 14 Jan 2014)
  • helen sachdev

    IRN HXS02136

    • Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2026)

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.