Date authorised
2 January 2014
Companies House
08507377
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Kingfisher House
    Peel Avenue
    Wakefield
    West Yorkshire
    WF2 7UA
    UNITED KINGDOM
    Phone
    +441780756299
  • Complaints Contact

    Kingfisher House
    Peel Avenue
    Wakefield
    West Yorkshire
    WF2 7UA
    UNITED KINGDOM
    Phone
    +4403456006980

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 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 Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Stockbroking

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Claims Lead Generation

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Ian Robert Leech

    IRN IRL01002

    • SMF9 Chair of the Governing Body (since 11 Feb 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • SMF1 Chief Executive (9 Dec 2019 to 12 Feb 2020)
    • CF1 Director (20 Jan 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 Jan 2014 to 30 Sep 2018)
    • CF3 Chief Executive (2 Jan 2014 to 8 Dec 2019)
  • Lucy Sinfield

    IRN LXS24068

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 15 Mar 2020)
  • Matthew James Rawling

    IRN MJR01470

    • CF3 Chief Executive (AR) (20 Mar 2023 to 4 Nov 2025)
  • Peter Anthony Winslow

    IRN PAW01090

    • CF1 Director (2 Jan 2014 to 31 Jul 2016)
  • Shirley Louise Woolham

    IRN SLW01116

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • CF1 Director (6 Aug 2018 to 8 Dec 2019)

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.