Date authorised
1 April 2013
Companies House
07182252
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
    BS1 6EZ
    UNITED KINGDOM
    Phone
    +441173252224
  • Complaints Contact

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

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.

  • Matthew John Harlin

    IRN MJH01619

    • CF1 Director (AR) (since 10 Dec 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Apr 2019)
    • CF1 Director (15 Dec 2017 to 8 Dec 2019)
  • Russell Alan Lane

    IRN RAL01134

    • CF1 Director (AR) (since 19 Jan 2024)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF3 Chief Executive (30 Aug 2019 to 8 Dec 2019)
    • Responsible for Insurance Mediation (17 Nov 2016 to 30 Sep 2018)
    • CF1 Director (17 Nov 2016 to 30 Aug 2019)
  • Siobhan Crawford

    IRN SXC00402

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

    IRN SXM00528

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Susan Melanie Locke

    IRN SML01143

    • CF1 Director (21 Jul 2015 to 24 Nov 2016)
  • Thomas Benedict Owen Davis

    IRN TBD01009

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

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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