Date authorised
11 June 2021
Companies House
10499574
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 12a
    Enterprise House
    44-46 Terrace Road
    Walton-on-Thames
    Surrey
    KT12 2SD
    UNITED KINGDOM
    Phone
    +4401932974433
  • Complaints Contact

    Unit 12
    Enterprise House 44-46
    Terrace Road
    Walton-On-Thames
    Surrey
    KT12 2SD
    UNITED KINGDOM
    Phone
    +4401932974433

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

  • 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.

  • Ian Church

    IRN IXC01421

    • SMF3 Executive Director (since 11 Jun 2021)
  • Lee Walstow

    IRN LXW01470

    • Responsible for Insurance Distribution (since 11 Jun 2021)
    • SMF3 Executive Director (since 11 Jun 2021)

Recent activity

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

No changes recorded yet.