Date authorised
1 April 2013
Companies House
04996289
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Mara House
    Tarporley Business Centre, Nantwich Road
    Tarporley
    Cheshire
    CW6 9UY
    UNITED KINGDOM
    Phone
    +443330050944
  • Complaints Contact

    Mara House
    Tarporley Business Centre, Nantwich Road
    Tarporley
    Cheshire
    CW6 9UY
    UNITED KINGDOM
    Phone
    +443330050944

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

    Show 1 limitation
    • · limited to effecting introductions to lenders who enter into credit agreements for the payment of insurance premiums (where ‘premiums’ has the meaning defined in the FCA Handbook glossary)
  • 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.

  • Julia Mary Dewhurst

    IRN JMD01248

    • CF1 Director (AR) (29 Aug 2024 to 31 Dec 2025)
    • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2025)
    • CF1 Director (30 Jun 2009 to 8 Dec 2019)
  • Mark Robert Bolton

    IRN MXB15913

    • CF2 Non Executive Director (30 Jul 2019 to 8 Dec 2019)
  • Patrick Paul O'Grady

    IRN PPO01007

    • CF29 Significant management (20 Oct 2015 to 4 Nov 2019)
  • Shaun Hooper

    IRN SXH01721

    • Director of firm who is not a certification employee or a SMF manager (2 Mar 2021 to 21 Jun 2022)
  • Stephen James Coppock

    IRN SJC01374

    • CF3 Chief Executive (10 Nov 2006 to 23 Jun 2015)
    • CF8 Apportionment and Oversight (10 Nov 2006 to 31 Mar 2009)
    • Responsible for Insurance Mediation (10 Nov 2006 to 31 Jul 2015)
    • CF1 Director (10 Nov 2006 to 31 Jul 2015)

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.