Date authorised
1 April 2013
Companies House
07130206
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Room 21
    Paulton House
    Old Mills
    Paulton
    BS39 7SX
    UNITED KINGDOM
    Phone
    +4401761252581
  • Complaints Contact

    Room 21
    Paulton House
    Old Mills
    Paulton
    BS39 7SX
    UNITED KINGDOM
    Phone
    +4401761252581

What this firm is allowed to do

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

  • P2P Lending Advice

    For Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For 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

  • 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.

  • Beryl Jane Coward

    IRN BJC01083

    • SMF3 (AR) Executive Director function (9 Dec 2019 to 13 May 2024)
    • CF1 Director (AR) (5 Aug 2015 to 8 Dec 2019)
  • David Farthing

    IRN DXF01552

    • CF1 Director (AR) (since 21 Mar 2025)
    • SMF3 (AR) Executive Director function (since 9 Dec 2019)
    • CF1 Director (AR) (10 Jul 2017 to 8 Dec 2019)
  • Ellie Barker

    IRN EXB00438

    • CF1 Director (AR) (since 5 Aug 2024)
  • Kyle Tumblety-Brown

    IRN KXT00272

    • Director of firm who is not a certification employee or a SMF manager (since 28 Jun 2023)
  • Mark Tumblety

    IRN MXT01653

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (1 Oct 2010 to 30 Sep 2018)
    • CF1 Director (1 Oct 2010 to 8 Dec 2019)
  • Michelle Tumblety-Brown

    IRN MXT00512

    • Director of firm who is not a certification employee or a SMF manager (since 28 Jun 2023)
  • Reece Withers

    IRN RXW00583

    • CF1 Director (AR) (since 1 Aug 2024)
  • Roger Charles Pugsley

    IRN RCP01062

    • SMF3 (AR) Executive Director function (9 Dec 2019 to 13 May 2024)
    • CF1 Director (AR) (21 Jun 2017 to 8 Dec 2019)
  • Timothy Collin Hill

    IRN TCH01050

    • SMF3 (AR) Executive Director function (9 Dec 2019 to 13 May 2024)
    • CF1 Director (AR) (29 Jul 2015 to 8 Dec 2019)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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