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.

  • Kristeen Adamson

    IRN KXA00107

    • 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)
  • Lauren Quinton

    IRN LXQ00019

    • 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 1 Jan 2025)
  • Lesley Denholm

    IRN LXD00467

    • 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 31 Dec 2025)
  • Linda MacKenzie

    IRN LXM00225

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Mar 2023)
  • Lindsay Adie

    IRN LXA00088

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jun 2023)
  • Lindsey Francis

    IRN LXF00074

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Apr 2022)
  • Lisa Blackhall

    IRN LXB00351

    • [FCA CF] Significant management (14 Mar 2025 to 5 Sep 2025)
  • Lisa Raw

    IRN LXR00173

    • [FCA CF] Significant management (1 Jul 2021 to 2 Mar 2023)
  • Lorraine Young

    IRN LXY00009

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Oct 2021)
  • Louise Patterson

    IRN LXP00141

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)

Recent activity

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

No changes recorded yet.