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.

  • Katherine Damsell

    IRN KXD01350

    • SMF9 Chair of the Governing Body (since 25 Mar 2024)
  • Kerry Tanfield

    IRN KXT00249

    • [FCA CF] Significant management (10 Mar 2023 to 23 Aug 2024)
  • Kevin Addison

    IRN KXA00134

    • [FCA CF] Manager of certification employee (8 Aug 2023 to 2 Mar 2026)
    • [FCA CF] Client dealing (8 Aug 2023 to 2 Mar 2026)
  • Kris Nuttall

    IRN KXN00028

    • [FCA CF] Material risk taker (since 11 Mar 2024)
    • [FCA CF] Significant management (since 9 Dec 2019)
  • Leah Barnett

    IRN LXB00459

    • [FCA CF] Client dealing (1 Mar 2023 to 2 Mar 2026)
  • Martin Jenkins

    IRN MXJ00473

    • [FCA CF] Client dealing (10 Jun 2024 to 2 Mar 2026)
  • Martin John Ratcliffe

    IRN MJR01268

    • SMF3 Executive Director (since 31 Jul 2025)
    • SMF1 Chief Executive (since 31 Jul 2025)
    • [FCA CF] Significant management (10 Mar 2023 to 31 Jul 2025)
    • [FCA CF] Client dealing (10 Mar 2023 to 2 Mar 2026)
    • [FCA CF] Manager of certification employee (10 Mar 2023 to 31 Jul 2025)
    • [FCA CF] Material risk taker (9 Dec 2019 to 31 Jul 2025)
    • CF1 Director (30 May 2007 to 17 Apr 2012)
    • CF8 Apportionment and Oversight (30 May 2007 to 31 Mar 2009)
    • CF3 Chief Executive (30 May 2007 to 30 Sep 2010)
  • Massimiliano Walter Alberto Zorza

    IRN MWZ01001

    • SMF3 Executive Director (since 1 Jan 2026)
    • [FCA CF] Manager of certification employee (10 Mar 2023 to 11 Mar 2024)
    • [FCA CF] Material risk taker (10 Mar 2023 to 1 Jan 2026)
    • [FCA CF] Significant management (25 Oct 2022 to 1 Jan 2026)
  • Michael Charles Bray

    IRN MCB01080

    • CF28 Systems and controls (23 Feb 2010 to 30 Nov 2012)
  • Michael John William Donoghue

    IRN MXD00122

    • [FCA CF] Significant management (since 25 Jan 2023)

Recent activity

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

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