Date authorised
8 September 2017
Companies House
10208312
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Edinburgh Park
    1-3 Lochside Crescent
    Edinburgh
    Midlothian
    EH12 9SE
    UNITED KINGDOM
    Phone
    +443456100010
  • Complaints Contact

    Edinburgh Park
    1-3 Lochside Crescent
    Edinburgh
    Midlothian
    EH12 9SE
    UNITED KINGDOM
    Phone
    +443456100010

What this firm is allowed to do

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

  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Insurance Admin

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

  • Stockbroking

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adrian Paul Gregory

    IRN APG01125

    • SMF9 Chair of the Governing Body (9 Dec 2019 to 21 Oct 2022)
    • CF2 Non Executive Director (8 Sep 2017 to 8 Dec 2019)
  • Amanda Cruickshank

    IRN AXC00409

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Amanda Isabella Glancy

    IRN AXG24468

    • SMF16 Compliance Oversight (since 7 Mar 2020)
  • Andrew Everitt

    IRN AXE00307

    • [FCA CF] Significant management (since 17 Feb 2025)
  • Andrew Parker

    IRN AXP00329

    • [FCA CF] Significant management (9 Dec 2019 to 28 Feb 2022)
  • Andrew Samuel Thomas

    IRN AXT08746

    • SMF3 Executive Director (9 Dec 2019 to 11 May 2022)
    • CF1 Director (1 Jan 2019 to 8 Dec 2019)
  • Andrew Scott

    IRN AXS01077

    • [FCA CF] Significant management (1 Mar 2022 to 2 Mar 2023)
  • Angela Paterson

    IRN AXP00330

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Angus Ian Provan

    IRN AXP00328

    • [FCA CF] Significant management (9 Dec 2019 to 16 Dec 2022)
  • Anne Marie Couper

    IRN AXC00726

    • [FCA CF] Significant management (1 Mar 2022 to 2 Mar 2023)

Recent activity

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

No changes recorded yet.