Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
3 Monarch CourtThe BroomsBristolBS16 7FHUNITED KINGDOM- Phone
- +4401174403700
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Complaints Contact
3 Monarch CourtThe BroomsBristolBS16 7FHUNITED KINGDOM- Phone
- +4401174403700
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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P2P Lending Advice
For Commercial, Retail (Non-Investment Insurance)
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance
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Debt Plan Admin
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance.
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Consumer Hire
Show 1 limitation Hide limitations
- · Limited to consumer hire not secured on land
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Consumer Hire Servicing
Show 1 limitation Hide limitations
- · Limited to consumer hire not secured on land
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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.
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David Nigel Patrick
IRN DNP01032
- (2532)CF1 Director (AR) (1 Apr 2011 to 18 May 2011)
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David Paterson
IRN DXP01412
- (874)CF1 Director (AR) (13 Jun 2008 to 2 Mar 2010)
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David Paul Lewins
IRN DPL01046
- (1925)CF1 Director (AR) (3 Mar 2009 to 25 Jul 2011)
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David Paul Smithson
IRN DXS01934
- (423)CF1 Director (AR) (11 Jan 2008 to 3 Jun 2011)
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David Pay
IRN DXP00227
- (36)CF1 Director (AR) (since 5 Feb 2026)
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David Peachey
IRN DXP01645
- (1858)CF1 Director (AR) (22 Jan 2010 to 1 Oct 2012)
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David Penman
IRN DXP01404
- (881)CF1 Director (AR) (5 Oct 2009 to 15 Jun 2010)
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David Peter Sim
IRN DPS01140
- (1364)CF4 Partner (AR) (12 Feb 2009 to 25 Sep 2019)
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David Pettit
IRN DXP01433
- (1982)CF1 Director (AR) (7 Aug 2009 to 14 Jan 2013)
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David Robert Ovenden
IRN DRO01030
- (247)CF1 Director (AR) (14 Jun 2012 to 14 Oct 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Concierge Travel Service Limited (no longer appointed)
FRN 493565 · Appointed 30 Nov 2009 · Until 26 Aug 2010
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Bolton Car Centre Limited (no longer appointed)
FRN 513354 · Appointed 25 Nov 2009 · Until 3 Mar 2025
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Lindane Enterprises Ltd (no longer appointed)
FRN 513143 · Appointed 23 Nov 2009 · Until 21 Jan 2010
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Service Solutions Direct Ltd (no longer appointed)
FRN 512344 · Appointed 13 Nov 2009 · Until 10 Jun 2015
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Charltons of Boroughbridge Ltd (no longer appointed)
FRN 476683 · Appointed 6 Nov 2009 · Until 23 Apr 2015
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (298)CF1 Director (AR)
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controlled function added: (297)CF1 Director (AR)
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controlled function added: (296)SMF3 (AR) Executive Director function
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controlled function added: (295)CF1 Director (AR)
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controlled function added: (294)SMF3 (AR) Executive Director function
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controlled function added: (293)SMF10 Chair of the Risk Committee
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controlled function added: (292)SMF3 (AR) Executive Director function
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controlled function added: (291)SMF3 (AR) Executive Director function
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controlled function added: (290)CF1 Director (AR)
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controlled function added: (289)SMF3 (AR) Executive Director function