Date authorised
1 February 2018
Companies House
08482958
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 13
    Freeland Park
    Wareham Road
    Lytchett Matravers
    Poole
    BH16 6FA
    UNITED KINGDOM
    Phone
    +4408001310764
  • Complaints Contact

    Unit 13
    Freeland Park
    Wareham Road
    Lytchett Matravers
    Poole
    BH16 6FA
    UNITED KINGDOM
    Phone
    +4408001310764

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

  • Buy-to-Let Start Date

  • Buy-to-Let End Date

  • Buy-to-Let Status

  • 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.

  • Andrew Cook

    IRN AXC01535

    • CF1 Director (1 Feb 2018 to 11 May 2018)
  • Emerson James Peacey

    IRN EJP01056

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

    IRN JWK01054

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 26 Jun 2019)
    • CF1 Director (1 Feb 2018 to 8 Dec 2019)
  • John Cooper

    IRN JRC01215

    • CF1 Director (1 Feb 2018 to 11 May 2018)
  • Michael Finbar Kelleher

    IRN MFK01007

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (1 Feb 2018 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.