Date authorised
1 April 2020
Companies House
09602269
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    142 Nantwich Road
    Crewe
    Cheshire
    CW2 6BG
    UNITED KINGDOM
    Phone
    +4401270448998
  • Complaints Contact

    142 Nantwich Road
    Crewe
    Cheshire
    CW2 6BG
    UNITED KINGDOM
    Phone
    +4401270448998

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

  • Debt Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Debt Plan Admin

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • 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.

  • Andrew Paul Heath

    IRN APH01118

    • Responsible for Insurance Distribution (since 1 Apr 2020)
    • SMF3 Executive Director (since 1 Apr 2020)
  • Philip John Heath

    IRN PJH01347

    • SMF3 Executive Director (since 1 Apr 2020)
  • Stephen David Edward Heath

    IRN SDH01090

    • SMF16 Compliance Oversight (since 1 Apr 2020)
    • SMF3 Executive Director (since 1 Apr 2020)

Recent activity

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

No changes recorded yet.