Date authorised
1 September 2022
Companies House
13643229
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Wallingbrook Lodge
    Leigh Road
    Chulmleigh
    Devon
    EX18 7BL
    UNITED KINGDOM
    Phone
    +4401363507371
  • Complaints Contact

    Wallingbrook Lodge
    Leigh Road
    Chulmleigh
    Devon
    EX18 7BL
    UNITED KINGDOM
    Phone
    +4401363507371

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

  • 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.

  • David Kevin Jenkinson

    IRN DXJ00186

    • SMF9 Chair of the Governing Body (since 1 Sep 2022)
  • Neil Bresler

    IRN NXB01304

    • SMF1 Chief Executive (since 6 Sep 2022)
    • Responsible for Insurance Distribution (since 1 Sep 2022)
    • SMF3 Executive Director (since 1 Sep 2022)
  • Norman Erwin

    IRN NXE01045

    • Director of firm who is not a certification employee or a SMF manager (since 16 May 2022)

Recent activity

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

No changes recorded yet.