Date authorised
29 July 2022
Companies House
00041598
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    4 King Edwards Court
    King Edwards Square
    Sutton Coldfield
    West Midlands
    B73 6AP
    UNITED KINGDOM
    Phone
    +441213541557
  • Complaints Contact

    4 King Edwards Court
    King Edwards Square
    Sutton Coldfield
    West Midlands
    B73 6AP
    UNITED KINGDOM
    Phone
    +441213541557

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Funeral Plans

    For Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • Sells Funeral Plans

    For Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

Approved individuals

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

  • Gary Kinsella

    IRN GXK00149

    • [FCA CF] Significant management (29 Jul 2022 to 1 Jul 2023)
  • James Hodgkiss

    IRN JXH01066

    • [FCA CF] Significant management (14 Feb 2023 to 23 May 2025)
  • James Wintle

    IRN JXW00754

    • [FCA CF] Significant management (29 Jul 2022 to 9 Apr 2026)
  • John Giovanni Castagno

    IRN JXC01361

    • SMF9 Chair of the Governing Body (since 29 Jul 2022)
  • Jonathan Bartlett

    IRN JXB01155

    • [FCA CF] Significant management (29 Jul 2022 to 6 Oct 2023)
  • Kartina Tahir Thomson

    IRN KXT00201

    • Director of firm who is not a certification employee or a SMF manager (29 Jul 2022 to 25 May 2023)
  • Kate Davidson

    IRN KXD00213

    • SMF3 Executive Director (29 Jul 2022 to 14 Feb 2024)
    • SMF1 Chief Executive (29 Jul 2022 to 14 Feb 2024)
  • Laura Penhallow

    IRN LXP00279

    • [FCA CF] Significant management (29 Jul 2022 to 31 Jul 2024)
  • Lloyd Murray Ibbotson

    IRN LXI01015

    • [FCA CF] Significant management (since 9 Apr 2026)
  • Maria Connolly

    IRN MXC00796

    • [FCA CF] Significant management (since 29 Jul 2022)

Recent activity

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

No changes recorded yet.