Date authorised
1 October 2015
Companies House
09599628
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Grainger Suite
    Dobson House, Regent Centre
    Gosforth
    Newcastle upon Tyne
    Tyne and Wear
    NE3 3PF
    UNITED KINGDOM
    Phone
    +441912336398
  • Complaints Contact

    MRIB House
    25 Amersham Hill
    High Wycombe
    Buckinghamshire
    HP13 6NU
    UNITED KINGDOM
    Phone
    +441494450011

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

  • 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.

  • Charles Verden Bettinson

    IRN CVB01011

    • SMF3 Executive Director (since 19 Sep 2025)
  • Helen Kathleen Routledge

    IRN HXR01211

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (1 Oct 2015 to 30 Sep 2018)
    • CF1 Director (1 Oct 2015 to 8 Dec 2019)
  • Philip Andrew Barton

    IRN PAB00132

    • Responsible for Insurance Distribution (since 19 Sep 2025)
    • SMF1 Chief Executive (since 19 Sep 2025)

Recent activity

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

No changes recorded yet.