Date authorised
3 May 2013
Companies House
08299252
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    7A Eastfield Place
    Rugby
    Warwickshire
    CV21 3AT
    UNITED KINGDOM
    Phone
    +441788551616
  • Complaints Contact

    7A Eastfield Place
    Rugby
    Warwickshire
    CV21 3AT
    UNITED KINGDOM
    Phone
    +441788553019

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.

  • Allen Ernest Bloor

    IRN AEB01108

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (3 May 2013 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 May 2013 to 30 Sep 2018)
  • Ann Marie Pegler

    IRN AMP01159

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (17 May 2013 to 8 Dec 2019)
  • Charles Raymond Bostrom

    IRN CRB01122

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (13 Jun 2013 to 8 Dec 2019)
  • Joshua James Bloor

    IRN JXB04130

    • SMF3 Executive Director (since 18 Sep 2025)

Recent activity

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

No changes recorded yet.