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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Joseph Scollen
IRN JXS01714
- (974)CF1 Director (AR) (2 Oct 2009 to 15 Feb 2012)
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Joseph Stone-Davis
IRN JXS04094
- (239)CF1 Director (AR) (since 30 Jan 2025)
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Joshua Berkovits
IRN JXB02534
- (35)CF1 Director (AR) (13 Jul 2009 to 15 Jun 2010)
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Joshua John Parker
IRN JXP23624
- (1532)CF1 Director (AR) (11 Mar 2021 to 30 Nov 2024)
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Joshua Mills
IRN JXM03791
- (2507)SMF3 (AR) Executive Director function (30 Mar 2020 to 16 Feb 2024)
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Joyce Porter
IRN JXP01561
- (831)CF1 Director (AR) (12 Dec 2012 to 26 Jul 2018)
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Judith Eva Piper
IRN JXP15978
- (1474)CF1 Director (AR) (11 Jun 2019 to 9 Jan 2025)
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Julia Marie McGraffin
IRN JMM01328
- (68)CF4 Partner (AR) (16 Mar 2009 to 10 May 2010)
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Julian Gorse
IRN JXG01654
- (598)CF1 Director (AR) (15 Jun 2005 to 8 May 2008)
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Julian Joseph Hopkinson
IRN JJH01165
- (1907)CF1 Director (AR) (3 Dec 2010 to 12 Jun 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Lobban Property Management Limited (no longer appointed)
FRN 607316 · Appointed 16 Sep 2013 · Until 14 Mar 2016
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M & S Property Services (York) Ltd (no longer appointed)
FRN 410839 · Appointed 16 Sep 2013 · Until 1 May 2016
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EJR (Yorkshire) Limited (no longer appointed)
FRN 519970 · Appointed 16 Sep 2013 · Until 21 Jul 2016
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