Date authorised
1 September 2016
Companies House
05217284
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Meadow View
    Huish
    Merton
    Okehampton
    Devon
    EX20 3EL
    UNITED KINGDOM
    Phone
    +447780615211
  • Complaints Contact

    Meadow View
    Huish
    Merton
    Okehampton
    Devon
    EX20 3EL
    UNITED KINGDOM
    Phone
    +447709200501

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

  • 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.

  • Melanie Doig

    IRN MXD01603

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (16 Aug 2016 to 8 Dec 2019)
  • Richard Charles Doig

    IRN RCD00005

    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (16 Aug 2016 to 30 Sep 2018)
    • CF1 Director (16 Aug 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.