Date authorised
23 February 2018
Companies House
07011592
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Tower 12, Level 2 Bridge Street
    Spinningfields
    Manchester
    Lancashire
    M3 3BZ
    ENGLAND
    Phone
    +441612416146
  • Complaints Contact

    Tower 12, Level 2 Bridge Street
    Spinningfields
    Manchester
    Lancashire
    M3 3BZ
    ENGLAND
    Phone
    +441612416146

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.

  • Hayley Clucas

    IRN HXC00353

    • SMF3 Executive Director (since 29 Jul 2025)
  • Joshua Spence

    IRN JXS02332

    • SMF3 Executive Director (since 17 Nov 2023)
  • Lisa Pointon

    IRN LXP00115

    • SMF3 Executive Director (15 Feb 2024 to 31 Jul 2024)
  • Michael John Donohoe

    IRN MXD00464

    • SMF3 Executive Director (since 4 Apr 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 15 Aug 2024)
  • Oliver George Rayner

    IRN OGR01003

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (1 Oct 2018 to 5 Dec 2025)
    • Responsible for Insurance Mediation (23 Feb 2018 to 19 Nov 2025)
    • CF1 Director (23 Feb 2018 to 8 Dec 2019)
  • Shahbaz Hussain

    IRN SXH26956

    • Responsible for Insurance Distribution (since 20 Nov 2025)
    • SMF3 Executive Director (since 9 Jul 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 15 Aug 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Leadtree Limited (no longer appointed)

    FRN 825948 · Appointed 14 Nov 2018 · Until 9 Dec 2020

Recent activity

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

No changes recorded yet.