Charter Insurance Brokers Limited

Date authorised
1 April 2013
Companies House
04588908
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 3 Ferry Road Office Park
    Ferry Road
    Preston
    Lancashire
    PR2 2YH
    UNITED KINGDOM
    Phone
    +447976259133
    Web
    https://www.charterinsurancebrokers.co.uk

  • Complaints Contact

    Unit 3 Ferry Road Office Park
    Ferry Road
    Preston
    Lancashire
    PR2 2YH
    UNITED KINGDOM
    Phone
    +4401772808800

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

  • 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.

  • Angela Allsop-Lewis

    IRN AXA01517

    • [FCA CF] Client dealing (22 Mar 2021 to 30 Aug 2024)
    • [FCA CF] Significant management (22 Mar 2021 to 30 Aug 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Sep 2024)
    • CF29 Significant management (1 Nov 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF17 Significant Mgt (Other Business Operations) (14 Jan 2005 to 31 Oct 2007)
  • Barry Thomas Woolley

    IRN BTW00003

    • SMF3 Executive Director (9 Dec 2019 to 30 May 2025)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
  • Steven Robertson Woolley

    IRN SRW01120

    • Responsible for Insurance Distribution (since 28 Feb 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (20 Nov 2012 to 8 Dec 2019)

Recent activity

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

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