Date authorised
18 August 2023
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Bridge House
    Portland Road
    Malvern
    Worcestershire
    WR14 2TA
    UNITED KINGDOM
    Phone
    +4401684580776
  • Complaints Contact

    PIB Group
    Southgate House
    Southgate Street
    Gloucester
    GL1 1UB
    UNITED KINGDOM
    Phone
    +4401684580776

What this firm is allowed to do

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

  • Authorised to Operate

  • Arranges Investments

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

  • Insurance Admin

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

  • 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.

  • Jason Sheridan Mann

    IRN JXM24219

    • Responsible for Insurance Distribution (since 15 Aug 2025)
    • SMF19 Head of Overseas Branch/Head of Overseas (since 6 Aug 2025)
  • Joseph Balen

    IRN JXB02659

    • SMF19 Head of Overseas Branch/Head of Overseas (18 Aug 2023 to 13 Oct 2023)
    • Responsible for Insurance Distribution (18 Aug 2023 to 13 Oct 2023)
  • Joshua Michael Balen

    IRN JMB01500

    • SMF3 Executive Director (18 Aug 2023 to 6 Aug 2025)
    • Responsible for Insurance Distribution (18 Aug 2023 to 6 Aug 2025)
    • SMF19 Head of Overseas Branch/Head of Overseas (18 Aug 2023 to 6 Aug 2025)

Recent activity

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

No changes recorded yet.