Date authorised
1 April 2013
Companies House
04931050
Last scraped
3 weeks 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
    +4401684893006
  • Complaints Contact

    PIB Group
    Southgate House
    Southgate Street
    Gloucester
    Gloucestershire
    GL1 1UB
    UNITED KINGDOM
    Phone
    +4401684893006

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, 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

  • Debt Plan Admin

    Show 1 limitation
    • · Debt administration, limited to taking steps to perform duties or to exercise or to enforce rights under credit agreements for the payment of insurance premiums (where ‘premiums’ has the meaning defined in the FCA Handbook glossary
  • 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.

  • Samantha Louise Haywood

    IRN SLC01096

    • CF1 Director (AR) (7 Mar 2006 to 15 Jul 2013)
    • CF5 Director of Unincorporated Association (AR) (5 Dec 2005 to 7 Mar 2006)
  • Sarah Louise Lane

    IRN SLL01022

    • [FCA CF] CASS oversight function (12 May 2023 to 12 Nov 2024)
    • [FCA CF] Significant management (12 May 2023 to 12 Nov 2024)
  • Susan Lee

    IRN SXL01637

    • [FCA CF] Significant management (since 13 Jan 2026)
  • Timothy John Chadwick

    IRN TJC01198

    • SMF17 Money Laundering Reporting Officer (MLRO) (24 Mar 2023 to 23 Oct 2023)
    • SMF3 Executive Director (23 Mar 2023 to 21 Oct 2024)
  • Valerie Ann Cooke

    IRN VAC01017

    • CF1 Director (AR) (15 Oct 2007 to 1 Jan 2009)
  • William Charles Allen Bulleid

    IRN WXB00182

    • SMF3 Executive Director (since 9 Nov 2024)

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.