Date authorised
1 April 2013
Companies House
06110770
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Marlborough House
    59 Chorley New Road
    Bolton
    Greater Manchester
    BL1 4QP
    UNITED KINGDOM
    Phone
    +441204803932
  • Complaints Contact

    Investment Fund Services
    PO Box 13586
    Chelmsford
    CM99 2GS
    UNITED KINGDOM
    Phone
    +441204803932

What this firm is allowed to do

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

  • Retail Investment Funds

  • Specialist Investment Funds

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • George Goodall

    IRN GXG00192

    • [FCA CF] Client dealing (10 Mar 2023 to 2 Mar 2026)
    • [FCA CF] Manager of certification employee (10 Mar 2023 to 2 Mar 2026)
  • Gurjit Soggi

    IRN GSS01037

    • CF30 Customer (17 Jun 2013 to 8 Dec 2019)
  • Guy Russell William Sears

    IRN GRS01080

    • SMF9 Chair of the Governing Body (9 Dec 2019 to 25 Mar 2024)
    • CF2 Non Executive Director (10 Apr 2017 to 8 Dec 2019)
  • Helen Elizabeth Derbyshire

    IRN HED01016

    • [FCA CF] Significant management (since 11 Mar 2024)
    • [FCA CF] Material risk taker (since 11 Mar 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 12 Oct 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 12 Oct 2022)
    • SMF3 Executive Director (9 Dec 2019 to 11 Dec 2023)
    • CF1 Director (16 Oct 2015 to 8 Dec 2019)
    • CF10 Compliance Oversight (23 Apr 2013 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (23 Apr 2013 to 8 Dec 2019)
  • Helen Louise Redmond

    IRN HLR01014

    • [FCA CF] Significant management (since 31 Jul 2025)
    • [FCA CF] Material risk taker (since 31 Jul 2025)
    • [FCA CF] Manager of certification employee (since 31 Jul 2025)
    • SMF3 Executive Director (9 Dec 2019 to 31 Jul 2025)
    • CF1 Director (11 Feb 2010 to 8 Dec 2019)
  • Ian Bingham

    IRN IXB00122

    • [FCA CF] Material risk taker (since 11 Mar 2024)
    • [FCA CF] Significant management (since 8 Jun 2021)
  • James Patrick Walkin

    IRN JPW01201

    • [FCA CF] Client dealing (11 Mar 2024 to 2 Mar 2026)
  • Joanne Williams

    IRN JXW00858

    • [FCA CF] Material risk taker (since 20 Mar 2026)
    • [FCA CF] Significant management (since 2 Mar 2023)
  • John Hartwell

    IRN JXH01084

    • [FCA CF] Client dealing (10 Mar 2023 to 8 Mar 2024)
  • John Richard Heap

    IRN JRH01140

    • CF1 Director (2 Jan 2013 to 17 Feb 2017)

Recent activity

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

No changes recorded yet.