Date authorised
1 April 2013
Companies House
00035500
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    14th Floor
    54 Hagley Road
    Birmingham
    West Midlands
    B16 8PE
    UNITED KINGDOM
    Phone
    +447442477070
  • Complaints Contact

    14th Floor
    54 Hagley Road
    Birmingham
    West Midlands
    B16 8PE
    UNITED KINGDOM
    Phone
    +4401214543601

What this firm is allowed to do

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

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
  • 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

  • Manages Insurance Policies

    For All, Accident, Miscellaneous financial loss, Sickness

  • Stockbroking

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

  • Issues Insurance

    For All, Accident, Miscellaneous financial loss, Sickness

  • 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.

  • Heidi Stewart

    IRN HXS00181

    • SMF1 Chief Executive (23 May 2023 to 1 Apr 2024)
    • SMF7 Group Entity Senior Manager (12 Nov 2021 to 1 Apr 2024)
  • Hilary Grace D'Cruz

    IRN HGD00012

    • CF2 Non Executive Director (8 Oct 2014 to 6 Mar 2016)
  • Ian Richard Galer

    IRN IRG01027

    • SMF7 Group Entity Senior Manager (10 Dec 2018 to 8 Dec 2021)
    • SIMF7 Group Entity Senior Insurance Manager Function (30 Aug 2017 to 9 Dec 2018)
    • SIMF2 Chief Finance Function (7 Mar 2016 to 30 Aug 2017)
    • SIMF20 Chief Actuary Function (7 Mar 2016 to 30 Aug 2017)
    • CF28 Systems and controls (21 Jul 2014 to 6 Mar 2016)
    • CF1 Director (21 Jul 2014 to 6 Mar 2016)
  • James Salmons

    IRN JXS01558

    • CF2 Non Executive Director (1 Dec 2001 to 22 May 2008)
  • Jane Dale

    IRN JED01078

    • SIMF9 Chairman (7 Mar 2016 to 18 May 2017)
  • Jill Bonehill

    IRN JXB02936

    • CF2 Non Executive Director (14 May 2014 to 6 Mar 2016)
  • John Casey Spence

    IRN JCS01055

    • CF2 Non Executive Director (25 Nov 2009 to 20 Jun 2014)
  • John Christopher Hardy

    IRN JCH01245

    • SMF10 Chair of the Risk Committee (10 Dec 2018 to 9 Jul 2020)
    • SIMF10 Chair of the Risk Committee (7 Mar 2016 to 9 Dec 2018)
    • CF2 Non Executive Director (20 Jun 2014 to 6 Mar 2016)
  • Julie Marie Bielby

    IRN JMB01235

    • CF2 Non Executive Director (1 Dec 2001 to 2 Jul 2003)
  • Louise Elizabeth Eden

    IRN LEE01018

    • SMF16 Compliance Oversight (10 Dec 2018 to 20 Jan 2023)
    • CF10 Compliance Oversight (15 Jun 2018 to 9 Dec 2018)

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.