Date authorised
14 May 2018
Companies House
07636844
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Atria
    Spa Road
    Bolton
    Lancashire
    BL1 4AG
    UNITED KINGDOM
    Phone
    +441204567500
  • Complaints Contact

    Atria
    Spa Road
    Bolton
    Lancashire
    BL1 4AG
    UNITED KINGDOM
    Phone
    +441204567500

What this firm is allowed to do

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

  • Personal Injury Claims

  • 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

  • Consumer Hire

  • Consumer Hire Servicing

  • Investment Setup

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

  • Claims Lead Generation

Approved individuals

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

  • Iain Julian Gray

    IRN IJG01039

    • SMF9 Chair of the Governing Body (since 9 Dec 2019)
    • CF2 Non Executive Director (14 May 2018 to 8 Dec 2019)
  • Joyce Ann Golder

    IRN JAT01155

    • Director of firm who is not a certification employee or a SMF manager (since 18 Mar 2021)
    • CF2 Non Executive Director (14 May 2018 to 8 Dec 2019)
  • Julie McKeown

    IRN JXM03142

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (14 May 2018 to 30 Sep 2018)
    • CF1 Director (14 May 2018 to 8 Dec 2019)
  • Kerri Dawn Jenkins

    IRN KXJ26245

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Roy Green

    IRN RXG01338

    • Director of firm who is not a certification employee or a SMF manager (since 18 Mar 2021)
    • CF2 Non Executive Director (14 May 2018 to 8 Dec 2019)
  • Stephen Marshall

    IRN SXM03027

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (14 May 2018 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.