Date authorised
19 September 2024
Companies House
13717122
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    First Floor
    MILESTONE HOUSE
    MILLBROOK
    Guildford
    Surrey
    GU1 3YA
    UNITED KINGDOM
    Phone
    +4401483339623
  • Complaints Contact

    First Floor
    MILESTONE HOUSE
    MILLBROOK
    Guildford
    Surrey
    GU1 3YA
    UNITED KINGDOM
    Phone
    +4401483339623

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

  • 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.

  • Fergus McCall

    IRN FXM00151

    • Responsible for Insurance Distribution (since 19 Sep 2024)
    • SMF1 Chief Executive (since 19 Sep 2024)
    • SMF3 Executive Director (since 19 Sep 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.