Date authorised
5 September 2018
Companies House
10883086
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 George House
    Chequers Close
    Malvern
    Worcestershire
    WR14 1GP
    UNITED KINGDOM
    Phone
    +4408007999084
  • Complaints Contact

    1 George House
    Chequers Close
    Malvern
    Worcestershire
    WR14 1GP
    UNITED KINGDOM
    Phone
    +4408007999084

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), Life Policy, Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, 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.

  • Paul Gaudin

    IRN DGP01112

    • CF2 Non Executive Director (5 Sep 2018 to 8 Dec 2019)
  • ROBERT JAN VAN DER ZALM

    IRN RJV01050

    • CF2 Non Executive Director (5 Sep 2018 to 8 Dec 2019)
  • STEVEN LEE DARRAH

    IRN SLD01091

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

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.