Date authorised
1 April 2013
Companies House
03871048
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    90 Fenchurch Street
    -
    London
    EC3M 4ST
    UNITED KINGDOM
    Phone
    +4402072042424
  • Complaints Contact

    90 Fenchurch Street
    -
    London
    EC3M 4ST
    UNITED KINGDOM
    Phone
    +4402070992572

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • 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.

  • Lisa Dawn Whitfield

    IRN LXW00431

    • CF2 Non Executive Director (AR) (11 Nov 2024 to 15 Oct 2025)
  • Lisa Gibbard

    IRN LXG84100

    • Responsible for Insurance Distribution (1 Sep 2023 to 31 Dec 2023)
    • SMF1 Chief Executive (1 Sep 2023 to 31 Dec 2023)
  • Lorna Whinyates

    IRN LXW00519

    • CF2 Non Executive Director (AR) (since 30 Jan 2026)
  • Malachy Doran

    IRN MXD02484

    • CF2 Non Executive Director (AR) (since 4 Dec 2025)
  • Mark Crosby

    IRN MXC26653

    • SMF3 Executive Director (20 Mar 2020 to 31 Mar 2021)
  • Matthew Paul Rivett

    IRN MXR00609

    • CF2 Non Executive Director (AR) (since 27 Sep 2022)
  • Michael Bruce Clayton

    IRN MBC01052

    • CF1 Director (AR) (19 Aug 2022 to 19 Jun 2024)
  • Michael King

    IRN MXK00860

    • CF2 Non Executive Director (AR) (since 4 Nov 2024)
  • Moira Bruin

    IRN MXB01990

    • CF2 Non Executive Director (AR) (28 Nov 2024 to 8 Mar 2025)
  • Muhammad Muzammil Shaikh

    IRN MXS00886

    • SMF3 Executive Director (29 Mar 2022 to 31 Dec 2023)

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.