Date authorised
1 April 2013
Companies House
02603239
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Crescent
    Temple Back
    Bristol
    Somerset
    BS1 6EZ
    UNITED KINGDOM
    Phone
    +441173252224
  • Complaints Contact

    The Crescent
    Temple Back
    Bristol
    Somerset
    BS1 6EZ
    UNITED KINGDOM
    Phone
    +4401173252224

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

  • 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.

  • Paul Douglas Mott

    IRN PDM01115

    • Responsible for Insurance Distribution (1 Oct 2018 to 8 Mar 2019)
    • Responsible for Insurance Mediation (27 Jun 2011 to 30 Sep 2018)
    • CF3 Chief Executive (27 Jun 2011 to 8 Mar 2019)
    • CF1 Director (AR) (7 Aug 2009 to 8 Mar 2019)
    • CF1 Director (14 Jan 2005 to 8 Mar 2019)
  • Russell Alan Lane

    IRN RAL01134

    • Responsible for Insurance Distribution (since 16 Jul 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (20 May 2019 to 8 Dec 2019)
    • CF1 Director (AR) (28 Mar 2019 to 30 Jun 2020)
  • Siobhan Crawford

    IRN SXC00402

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Stephen May

    IRN SXM00528

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Thomas Benedict Owen Davis

    IRN TBD01009

    • CF2 Non Executive Director (AR) (28 Mar 2019 to 13 May 2020)
    • CF1 Director (AR) (19 Nov 2010 to 8 Mar 2019)

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.