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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Helen Mary Moore
IRN HMM01086
- (1318)CF1 Director (AR) (4 Sep 2009 to 24 Nov 2009)
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Helen Ruth Pritchard
IRN HPP01005
- (179)CF1 Director (AR) (since 5 May 2021)
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Henri Paul Hourcade
IRN HPH01011
- (1285)CF4 Partner (AR) (12 Oct 2010 to 16 Jul 2013)
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Herbert Anthony Good
IRN HAG01015
- (387)CF1 Director (AR) (4 Jan 2008 to 21 Jun 2011)
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Hilary Joan Magnani
IRN HJM01073
- (2135)CF1 Director (AR) (11 Feb 2008 to 30 Sep 2016)
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Holly Isabel Smith
IRN HXS00271
- (1913)[FCA CF] Significant management (23 Jun 2022 to 11 Apr 2024)
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Honor Elizabeth Vass
IRN HEV01000
- (174)CF1 Director (AR) (23 Jan 2009 to 12 Aug 2009)
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Horace Hutton
IRN HXH01391
- (1019)CF1 Director (AR) (27 May 2015 to 28 Nov 2017)
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Howard Coffey
IRN HXC01210
- (224)CF4 Partner (AR) (26 Nov 2008 to 18 May 2010)
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Howard Craig Rosenberg
IRN HCR01020
- (1342)CF1 Director (AR) (7 Sep 2009 to 4 Oct 2012)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Our Insurance Vault Limited (no longer appointed)
FRN 576363 · Appointed 1 Mar 2012 · Until 17 May 2013
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Maxfield Kadlubowski Group Limited (no longer appointed)
FRN 575951 · Appointed 24 Feb 2012 · Until 20 Nov 2014
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Versatile Mobile Limited (no longer appointed)
FRN 575679 · Appointed 21 Feb 2012 · Until 1 Oct 2014
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (258)CF1 Director (AR)
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controlled function added: (257)SMF3 (AR) Executive Director function
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controlled function added: (256)SMF3 (AR) Executive Director function
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controlled function added: (255)CF1 Director (AR)
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controlled function added: (254)CF1 Director (AR)
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controlled function added: (253)SMF3 (AR) Executive Director function
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controlled function added: (252)SMF3 (AR) Executive Director function
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controlled function added: (251)CF1 Director (AR)
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controlled function added: (250)SMF3 (AR) Executive Director function
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controlled function added: (249)SMF9 Chair of the Governing Body