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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James McGuire
IRN JXM02239
- (2486)CF1 Director (AR) (7 Dec 2006 to 20 Nov 2008)
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James McNiven McIntyre
IRN JMM01254
- (1661)CF4 Partner (AR) (15 Feb 2021 to 2 Sep 2024)
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James McSorely
IRN JXM02687
- (70)CF1 Director (AR) (18 Mar 2009 to 18 Nov 2010)
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James Pak
IRN JXP01764
- (1626)CF4 Partner (AR) (12 Sep 2008 to 29 Nov 2021)
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James Patrick Moore
IRN JPM01249
- (652)CF1 Director (AR) (7 Apr 2009 to 24 Sep 2012)
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James Pearson
IRN JXP01125
- (288)CF1 Director (AR) (since 22 Jan 2026)
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James Richard Barrington Smith
IRN JRS01320
- (89)CF1 Director (AR) (since 9 Jan 2015)
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James Robert Stephen Hopkins
IRN JRH01241
- (331)CF1 Director (AR) (21 Jul 2008 to 16 Feb 2009)
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James Slater
IRN JXS02718
- (2132)CF1 Director (AR) (6 Mar 2012 to 17 May 2013)
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James Smith
IRN JXS02033
- (658)CF7 Sole Trader (AR) (21 Jan 2005 to 21 Apr 2005)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Corporate Management Associates Ltd (no longer appointed)
FRN 587799 · Appointed 10 Sep 2012 · Until 14 Nov 2012
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FLUID SERVICES (UK) LIMITED (no longer appointed)
FRN 587550 · Appointed 5 Sep 2012 · Until 19 Mar 2014
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Tangible Building Solutions Limited (no longer appointed)
FRN 587307 · Appointed 31 Aug 2012 · Until 26 Oct 2015
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Deep Audio Visual Limited (no longer appointed)
FRN 587270 · Appointed 30 Aug 2012 · Until 11 Nov 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