Date authorised
1 April 2013
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    130 Congleton Road
    Talke
    Stoke-on-Trent
    Staffordshire
    ST7 1LX
    UNITED KINGDOM
    Phone
    +4401782782733
  • Complaints Contact

    130 Congleton Road
    Talke
    Stoke-on-Trent
    Staffordshire
    ST7 1LX
    UNITED KINGDOM
    Phone
    +4401782782733

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

  • 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 credit agreements related to insurance mediation activity
  • 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.

  • Celia Jill Cotterill

    IRN CJC00064

    • CF4 Partner (1 Jun 2005 to 13 Nov 2019)
  • Mark Cotterill

    IRN MXC01785

    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF8 Apportionment and Oversight (1 Jun 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (1 Jun 2005 to 30 Sep 2018)
    • CF4 Partner (1 Jun 2005 to 8 Dec 2019)
  • Simon Cotterill

    IRN SXC01684

    • CF4 Partner (1 Jun 2005 to 26 Jan 2012)

Recent activity

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

No changes recorded yet.