Date authorised
1 April 2013
Companies House
02785381
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Jackson House
    Sibson Road
    Sale
    M33 7RR
    UNITED KINGDOM
    Phone
    +4403453005326
  • Complaints Contact

    Jackson House
    Sibson Road
    Sale
    M33 7RR
    UNITED KINGDOM
    Phone
    +447775527331

What this firm is allowed to do

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

  • Authorised to Operate

  • 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.

  • Jonathan Charles Dear

    IRN JCD01117

    • CF29 Significant management (8 Jan 2013 to 30 Apr 2015)
  • Julie Sadler

    IRN JXS02792

    • CF10 Compliance Oversight (23 Sep 2015 to 8 Jul 2016)
    • CF1 Director (1 May 2013 to 20 Dec 2013)
    • CF29 Significant management (20 Mar 2013 to 1 May 2013)
  • Kate Elizabeth McClellan

    IRN KEM01077

    • Director of firm who is not a certification employee or a SMF manager (19 Jul 2021 to 1 May 2024)
  • Keith Stuart Gilmour

    IRN KSG01031

    • CF1 Director (4 Feb 2011 to 16 Jan 2012)
  • Lisa Helen Winnard

    IRN LHW01015

    • CF29 Significant management (2 Sep 2010 to 8 Jul 2016)
  • Marcus Ian Adams

    IRN MIA01026

    • CF10 Compliance Oversight (5 Dec 2013 to 3 Jun 2014)
    • CF28 Systems and controls (5 Dec 2013 to 15 Apr 2014)
  • Mark Thomas Wadelin

    IRN MTW01039

    • CF1 Director (26 Nov 2009 to 30 Jul 2010)
  • Martin Peter Schultheiss

    IRN MPS01178

    • CF29 Significant management (10 Jan 2018 to 18 Jan 2018)
  • Martyn William Weaver

    IRN MWW00014

    • CF11 Money Laundering Reporting (1 Dec 2001 to 17 May 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 17 May 2002)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 17 May 2002)
    • CF1 Director (1 Dec 2001 to 17 May 2002)
    • CF10 Compliance Oversight (1 Dec 2001 to 17 May 2002)
  • Matthew McGill

    IRN MRM01200

    • Director of firm who is not a certification employee or a SMF manager (1 Sep 2023 to 27 Apr 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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