Date authorised
1 April 2013
Companies House
01362094
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Beech Hall
    62 High Street
    Knaresborough
    North Yorkshire
    HG5 0EA
    UNITED KINGDOM
    Phone
    +4401423866985
  • Complaints Contact

    Beech Hall
    62 High Street
    Knaresborough
    North Yorkshire
    HG5 0EA
    UNITED KINGDOM
    Phone
    +4401423866985

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • 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.

  • Odren Garrett Cullen

    IRN OGC01001

    • CF2 Non Executive Director (1 Jan 2007 to 1 Mar 2007)
  • Peter Edward James Le Beau

    IRN PEL01027

    • CF2 Non Executive Director (14 Jan 2005 to 9 Nov 2007)
  • Philip Allott

    IRN PXA00306

    • Responsible for Insurance Distribution (23 May 2025 to 8 Dec 2025)
    • SMF1 Chief Executive (23 May 2025 to 8 Dec 2025)
  • Phillip Allott

    IRN PXA01705

    • CF2 Non Executive Director (24 Jan 2017 to 8 Dec 2019)
  • Terry Allan Briggs

    IRN TAB01077

    • SMF1 Chief Executive (9 Dec 2019 to 5 Feb 2024)
    • SMF3 Executive Director (9 Dec 2019 to 23 Feb 2024)
    • CF3 Chief Executive (20 Nov 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (20 Nov 2019 to 5 Feb 2024)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Victoria Brassington

    IRN VXB00182

    • Responsible for Insurance Distribution (since 8 Dec 2025)
    • SMF3 Executive Director (since 1 Jan 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.