Date authorised
1 April 2013
Companies House
04096940
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    103 Whalley Road
    Clitheroe
    Lancashire
    BB7 1EE
    UNITED KINGDOM
    Phone
    +4401200453920
  • Complaints Contact

    103 Whalley Road
    Clitheroe
    Lancashire
    BB7 1EE
    UNITED KINGDOM
    Phone
    +4401200453920

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

  • Debt Plan Admin

  • 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.

  • Ian Alexander Crooks

    IRN IAC00006

    • CF1 Director (14 Jan 2005 to 31 Aug 2011)
  • Nigel Phillip Stones

    IRN MLH00013

    • CF1 Director (14 Jan 2005 to 8 Jan 2008)
  • Rachael Elizabeth Palmer

    IRN REP01043

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (22 Jan 2010 to 8 Dec 2019)
  • Richard John Palmer

    IRN RJP01196

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)

Recent activity

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

No changes recorded yet.