Date authorised
14 February 2017
Companies House
SO303737
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Durn
    Isla Road
    Perth
    Perthshire
    PH2 7HF
    UNITED KINGDOM
    Phone
    +441738621121
  • Complaints Contact

    Durn
    Isla Road
    Perth
    Perthshire
    PH2 7HF
    UNITED KINGDOM
    Phone
    +441738621121

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

    For Commercial, Retail (Non-Investment Insurance)

    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

  • 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.

  • Charles Simon Berkeley Bewsher

    IRN CXB02497

    • CF4 Partner (14 Feb 2017 to 31 Oct 2018)
  • Derek Tyson

    IRN DXT01697

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)
  • Geoffrey Brown

    IRN GXB02276

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)
  • George Jonathan Mason

    IRN GJM01156

    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Mar 2019)
    • CF4 Partner (14 Feb 2017 to 31 Mar 2019)
    • Responsible for Insurance Mediation (14 Feb 2017 to 30 Sep 2018)
  • Gordon Duff Thoms

    IRN GDT01027

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)
  • Iain Buchanan Cram

    IRN IBC01010

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)
  • James lain Petty

    IRN JXP02539

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)
  • John Graham Lumby

    IRN JGL01071

    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF3 Chief Executive (14 Feb 2017 to 8 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Feb 2017 to 30 Sep 2018)
  • Malcolm John Taylor

    IRN MJT01286

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)
  • Mark Alistair Nelson Mitchell

    IRN MAM01460

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (14 Feb 2017 to 8 Dec 2019)

Recent activity

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

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