Date authorised
12 January 2015
Companies House
08431654
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1st Floor, 5 St. Helen's Place
    London
    EC3A 6AB
    UNITED KINGDOM
    Phone
    +4402039848860
  • Complaints Contact

    1st Floor, 5 St. Helen's Place
    London
    EC3A 6AB
    UNITED KINGDOM
    Phone
    +4402039848860

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.
  • Arranges Investments

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Amanda Maria Matthews

    IRN AMM01337

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (12 Jan 2015 to 8 Dec 2019)
  • Diane Louise Muzio

    IRN DLM01115

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (12 Jan 2015 to 8 Dec 2019)
  • Justin Peter Morgan

    IRN JXM04267

    • SMF3 Executive Director (since 27 May 2025)
  • Malcolm Jonathan Goldberg

    IRN MJG01418

    • CF1 Director (AR) (10 Oct 2017 to 20 Feb 2020)
  • Michael Simon Muzio

    IRN MSM01120

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF3 Chief Executive (12 Jan 2015 to 8 Dec 2019)
    • CF1 Director (12 Jan 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (12 Jan 2015 to 30 Sep 2018)
  • Paul Francis Dyer

    IRN PFD00008

    • CF1 Director (12 Jan 2015 to 28 Oct 2016)
  • Rory Brannigan O'Flaherty

    IRN RXO00188

    • SMF3 Executive Director (since 22 May 2025)
  • Shelley Leticia Jarvis

    IRN SXJ00566

    • SMF3 Executive Director (since 27 May 2025)

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.