Date authorised
1 April 2013
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    252 Glasgow Road
    Blantyre
    Glasgow
    Lanarkshire
    G72 0YH
    UNITED KINGDOM
    Phone
    +4401698711112
  • Complaints Contact

    252 Glasgow Road
    Blantyre
    Glasgow
    Lanarkshire
    G72 0YH
    UNITED KINGDOM
    Phone
    +4401698711112

What this firm is allowed to do

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

  • Bank Deposits

    For Retail (Investment), Deposit

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

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

  • Arranges Investments

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

  • Insurance Admin

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

  • Stockbroking

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

  • 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.

  • HEATHER KATIE SHERIDAN-PRICE

    IRN HXS00511

    • Director of firm who is not a certification employee or a SMF manager (7 Jul 2024 to 14 Jul 2025)
  • Helen Currie

    IRN HXC01112

    • CF1 Director (29 May 2013 to 6 Mar 2016)
  • Ian Burnett

    IRN IXB01146

    • CF3 Chief Executive (23 Aug 2006 to 30 Dec 2013)
    • CF8 Apportionment and Oversight (23 Aug 2006 to 31 Mar 2009)
  • Irene Diprose

    IRN IXD01095

    • CF1 Director (2 Jul 2002 to 24 Feb 2004)
  • Isabel Farrell

    IRN IXF01055

    • CF3 Chief Executive (11 Jul 2003 to 22 Aug 2006)
    • CF1 Director (2 Jul 2002 to 11 Jul 2003)
  • James Joseph Lee

    IRN JJL01091

    • SMF8 Credit Union Senior Manager (4 Sep 2019 to 7 Apr 2026)
    • CF1 Director (19 Jun 2015 to 6 Mar 2016)
  • James Phillips Mulholland

    IRN JPM01331

    • CF1 Director (25 Jul 2013 to 23 Apr 2015)
  • Jean McLean

    IRN JXM01911

    • CF1 Director (2 Jul 2002 to 24 Apr 2012)
  • Joanne Seagrave

    IRN JXS03135

    • SMF8 Credit Union Senior Manager (since 9 Sep 2019)
    • CF1 Director (8 May 2015 to 6 Mar 2016)
  • John James Teven

    IRN JJT01030

    • CF2 Non Executive Director (6 Sep 2004 to 17 May 2011)

Recent activity

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

No changes recorded yet.