Date authorised
3 January 2017
Companies House
09741627
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Room 2, Melbourne House
    36 Chamberlain Street
    Wells
    Somerset
    BA5 2PJ
    UNITED KINGDOM
    Phone
    +441275333301
  • Complaints Contact

    Room 2, Melbourne House
    36 Chamberlain Street
    Wells
    Somerset
    BA5 2PJ
    UNITED KINGDOM
    Phone
    +441275333301

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.

  • Anthony Gerald Curtis

    IRN AGC01097

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (3 Jan 2017 to 8 Dec 2019)
  • Benjamin Curtis

    IRN BXC01740

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (3 Jan 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Jan 2017 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.