Date authorised
8 August 2016
Companies House
09796175
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    959 London Road
    Leigh-on-Sea
    Essex
    SS9 3LB
    UNITED KINGDOM
    Phone
    +441702749077
  • Complaints Contact

    959 London Road
    Leigh-on-Sea
    Essex
    SS9 3LB
    UNITED KINGDOM
    Phone
    +441702749077

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.

  • Lee Robert Sheldrick

    IRN LRS01052

    • Responsible for Insurance Distribution (since 22 Feb 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (29 Dec 2016 to 8 Dec 2019)
  • Natalie Sheldrick

    IRN NXS02173

    • SMF3 Executive Director (9 Dec 2019 to 3 Jan 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 3 Jan 2024)
    • CF1 Director (8 Aug 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (8 Aug 2016 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.