Date authorised
27 September 2018
Companies House
08157548
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Southmoor House
    Southmoor Industrial Estate, Southmoor Road
    Manchester
    Lancashire
    M23 9XD
    UNITED KINGDOM
    Phone
    +441618045987
  • Complaints Contact

    Southmoor House
    Southmoor Industrial Estate, Southmoor Road
    Manchester
    Lancashire
    M23 9XD
    UNITED KINGDOM
    Phone
    +441618045987

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

  • Insurance Admin

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

  • Credit Brokering

  • 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.

  • Craig Winnard

    IRN CXW00052

    • SMF3 Executive Director (since 23 Dec 2020)
  • Philip Morgan

    IRN PXM02328

    • Responsible for Insurance Distribution (since 20 Feb 2025)
    • SMF1 Chief Executive (since 3 Nov 2022)
    • SMF3 Executive Director (since 23 Dec 2020)
    • Responsible for Insurance Mediation (27 Sep 2018 to 27 Sep 2018)
    • CF8 Apportionment and Oversight (27 Sep 2018 to 8 Dec 2019)
    • CF1 Director (27 Sep 2018 to 27 Sep 2018)
  • Stephen Taylor

    IRN SXT00135

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 3 Nov 2022)
    • SMF3 Executive Director (23 Dec 2020 to 3 Nov 2022)

Recent activity

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

No changes recorded yet.