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

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.

  • Rajpreet Kaur Dhanda

    IRN RKD01033

    • CF28 Systems and controls (20 Nov 2015 to 6 Mar 2016)
  • Robert McGuire

    IRN RXM01552

    • Director of firm who is not a certification employee or a SMF manager (since 24 Jan 2024)
  • Robert McKean

    IRN RXM02307

    • Director of firm who is not a certification employee or a SMF manager (18 Feb 2019 to 12 Aug 2020)
    • SMF8 Credit Union Senior Manager (30 Nov 2016 to 10 Jun 2019)
    • CF1 Director (21 May 2012 to 6 Mar 2016)
  • Robert Young

    IRN RXY01055

    • CF1 Director (15 Aug 2007 to 6 Mar 2016)
  • Ross Bain

    IRN RXB02832

    • SMF8 Credit Union Senior Manager (4 Feb 2019 to 2 Dec 2019)
  • STEPHEN BEARD

    IRN SXB36819

    • Director of firm who is not a certification employee or a SMF manager (18 Oct 2019 to 28 Feb 2026)
  • Sera Petrus Boukounmi Koukpaki

    IRN SXK00683

    • Director of firm who is not a certification employee or a SMF manager (1 May 2023 to 16 Jan 2024)
  • Suzannah Emily Roberts

    IRN SER01049

    • CF1 Director (14 May 2012 to 18 Jun 2015)
  • TRACEY CAMPBELL HYND

    IRN TXC42423

    • Director of firm who is not a certification employee or a SMF manager (since 7 Mar 2016)
  • Thomasina Barrett

    IRN TXB01196

    • Responsible for Insurance Distribution (1 Oct 2018 to 23 May 2019)
    • SMF8 Credit Union Senior Manager (26 Sep 2017 to 23 May 2019)
    • SMF18 Other Overall Responsibility (7 Mar 2016 to 26 Sep 2017)
    • CF29 Significant management (1 Nov 2007 to 6 Mar 2016)
    • CF17 Significant Mgt (Other Business Operations) (29 Aug 2006 to 31 Oct 2007)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF3 Chief Executive (24 Jul 2003 to 29 Aug 2006)
    • CF1 Director (2 Jul 2002 to 29 Aug 2006)

Recent activity

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

No changes recorded yet.