Date authorised
5 September 2017
Companies House
08761022
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Cardiff House
    Priority Business Park
    Barry
    South Glamorgan
    CF63 2AW
    UNITED KINGDOM
    Phone
    +443302232897
  • Complaints Contact

    Cardiff House
    Priority Business Park
    Barry
    South Glamorgan
    CF63 2AW
    UNITED KINGDOM
    Phone
    +443302232897

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.

  • Alexander William Mills

    IRN AWM01147

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (5 Sep 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (5 Sep 2017 to 30 Sep 2018)
  • Stephen David Jenkins

    IRN SDJ01040

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (5 Sep 2017 to 8 Dec 2019)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Intelling Ltd (no longer appointed)

    FRN 596077 · Appointed 2 Jan 2018 · Until 13 May 2019

Recent activity

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

No changes recorded yet.