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

    17-19 Commercial Street
    Halifax
    Calderdale
    HX1 1HJ
    UNITED KINGDOM
    Phone
    +4401422386060
  • Complaints Contact

    17-19 Commercial Street
    Halifax
    Calderdale
    HX1 1HJ
    UNITED KINGDOM
    Phone
    +4401422386060

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

  • Arranges Investments

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

  • Investment Setup

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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Deborah Mazal Burke

    IRN DMB01257

    • SMF8 Credit Union Senior Manager (7 Mar 2016 to 12 Oct 2018)
    • CF1 Director (28 Jun 2013 to 6 Mar 2016)
    • CF3 Chief Executive (11 Jul 2012 to 28 Jun 2013)
  • Donald Herbert

    IRN DXH01471

    • CF1 Director (2 Jul 2002 to 21 Jul 2003)
  • Eileen Bamford

    IRN EXB01190

    • CF1 Director (2 Jul 2002 to 1 Feb 2006)
  • Frances Elizabeth Burns

    IRN FXM01193

    • Director of firm who is not a certification employee or a SMF manager (since 4 Mar 2020)
    • Responsible for Insurance Distribution (1 Oct 2018 to 13 Mar 2020)
    • SMF8 Credit Union Senior Manager (7 Mar 2016 to 13 Mar 2020)
    • Responsible for Insurance Mediation (9 Nov 2010 to 30 Sep 2018)
    • CF1 Director (2 Jul 2002 to 24 Apr 2003)
  • George Paterson

    IRN GXP00248

    • Director of firm who is not a certification employee or a SMF manager (since 16 Feb 2022)
  • Ghulam Amjed Mir

    IRN GAM01132

    • CF1 Director (8 Mar 2006 to 16 Apr 2008)
  • Graham Warwick

    IRN GXW01273

    • CF1 Director (2 Jul 2002 to 1 Feb 2006)
  • Graham Wheatley

    IRN GXW01274

    • CF1 Director (2 Jul 2002 to 1 Feb 2006)
  • Jacqueline Rosemary Sloane

    IRN JRS01307

    • SMF8 Credit Union Senior Manager (7 Mar 2016 to 2 Mar 2020)
    • CF1 Director (7 Jan 2013 to 6 Mar 2016)
  • Janet Marie Rooney

    IRN JRR01117

    • CF1 Director (19 May 2009 to 29 Sep 2010)

Recent activity

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

No changes recorded yet.