Date authorised
3 August 2017
Companies House
10322051
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Crescent Centre
    Temple Back
    Bristol
    Bristol, City Of
    BS1 6EZ
    UNITED KINGDOM
    Phone
    +441494450011
  • Complaints Contact

    MRIB House
    25 Amersham Hill
    High Wycombe
    Buckinghamshire
    HP13 6NU
    UNITED KINGDOM
    Phone
    +441494450011

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, 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, Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

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

  • Neil Armstrong McMyn

    IRN NAM01171

    • SMF3 Executive Director (9 Dec 2019 to 11 Dec 2025)
    • CF1 Director (3 Aug 2017 to 8 Dec 2019)
  • Ronald Alexander Robson

    IRN RAR01156

    • CF2 Non Executive Director (3 Aug 2017 to 4 Apr 2019)
  • Shaun Ronald Purrington

    IRN SRP01136

    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (3 Aug 2017 to 30 Sep 2018)
    • CF3 Chief Executive (3 Aug 2017 to 8 Dec 2019)
    • CF1 Director (3 Aug 2017 to 8 Dec 2019)
    • CF10 Compliance Oversight (3 Aug 2017 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.

No changes recorded yet.