Date authorised
1 April 2013
Companies House
00850195
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Jubilee House
    5 Mid Point Business Park
    Thornbury
    Bradford
    West Yorkshire
    BD3 7AG
    UNITED KINGDOM
    Phone
    +4403445738000
  • Complaints Contact

    Jubilee House
    Thornbury
    5 Mid Point Business Park
    Bradford
    West Yorkshire
    BD3 7AG
    UNITED KINGDOM
    Phone
    +443445738000

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.

  • John Adam Tunney

    IRN JXT00270

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

    IRN JAL01087

    • CF2 Non Executive Director (4 Dec 2013 to 30 Sep 2019)
  • Jonathan Charles Norman

    IRN JXN00129

    • [FCA CF] Significant management (1 Apr 2021 to 1 Mar 2023)
  • Lauren Jasmine Robinson

    IRN LXR00346

    • [FCA CF] Significant management (3 Oct 2024 to 31 Jan 2025)
  • Louise Hayton

    IRN LXH00357

    • [FCA CF] Significant management (12 Apr 2022 to 31 Dec 2022)
  • Mark Andrew Thomson

    IRN MAT01156

    • [FCA CF] Significant management (since 24 Feb 2026)
  • Maximiliaan Caviet

    IRN MGC01093

    • CF2 Non Executive Director (1 May 2013 to 12 Dec 2018)
  • Nicholas Thomas Howard Edwards

    IRN NXE00040

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

    IRN PGN01012

    • Director of firm who is not a certification employee or a SMF manager (1 Jun 2020 to 31 May 2021)
    • SMF3 Executive Director (9 Dec 2019 to 31 May 2020)
    • SMF1 Chief Executive (9 Dec 2019 to 31 May 2020)
    • Responsible for Insurance Distribution (1 Oct 2018 to 31 May 2020)
    • CF3 Chief Executive (1 Jan 2016 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (12 Sep 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (12 Sep 2005 to 30 Sep 2018)
    • CF13 Finance (14 Jan 2005 to 31 Aug 2005)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Paul Rafferty

    IRN PXR00182

    • [FCA CF] Significant management (9 Dec 2019 to 31 May 2021)

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.