Date authorised
1 April 2013
Companies House
01819946
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Lakeside Club
    Station Road
    Rocester
    Staffordshire
    ST14 5JS
    UNITED KINGDOM
    Phone
    +4401889590219
  • Complaints Contact

    J C B Insurance Services
    Station Road
    Rocester
    Uttoxeter
    Staffordshire
    ST14 5JS
    UNITED KINGDOM
    Phone
    +441889590219

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting which is provided in connection with the whole or partial settlement of credit agreements in relation to insurance services
  • Debt Plan Admin

  • Debt Collection

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling which is provided in connection with the whole or partial settlement of credit agreements in relation to insurance services
  • 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.

  • Adrian Craig Ross

    IRN AXR00354

    • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2021)
    • SMF9 Chair of the Governing Body (21 Jul 2021 to 1 Sep 2021)
    • SMF3 Executive Director (21 Jul 2021 to 1 Sep 2021)
  • Alexander Philip Beech

    IRN AXB00010

    • [FCA CF] Significant management (26 Jul 2021 to 25 Jul 2025)
    • [FCA CF] Client dealing (24 Feb 2020 to 26 Jul 2021)
  • Dawn Marie Wright

    IRN DMW01158

    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • CF10 Compliance Oversight (20 Jun 2016 to 8 Dec 2019)
    • CF29 Significant management (8 Nov 2011 to 8 Dec 2019)
    • CF28 Systems and controls (1 Nov 2007 to 8 Nov 2011)
    • CF13 Finance (26 Sep 2005 to 31 Oct 2007)
  • Helen Cooney

    IRN HXC00060

    • [FCA CF] Significant management (since 26 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 26 Jul 2021)
  • John Ronald Simpson

    IRN JRS01285

    • Responsible for Insurance Distribution (since 1 Feb 2026)
    • SMF1 Chief Executive (since 1 Feb 2026)
    • SMF3 Executive Director (since 1 Feb 2026)
  • Kenneth Alan Dale

    IRN KAD01042

    • CF3 Chief Executive (14 Jan 2005 to 1 Aug 2008)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 1 Aug 2008)
    • Responsible for Insurance Mediation (14 Jan 2005 to 1 Aug 2008)
    • CF1 Director (14 Jan 2005 to 1 Aug 2008)
  • Marie Claire Brady

    IRN MXB00289

    • [FCA CF] Significant management (since 26 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 26 Jul 2021)
  • Michael David Gregory

    IRN MDG01083

    • SMF3 Executive Director (9 Dec 2019 to 8 Jan 2026)
    • SMF1 Chief Executive (9 Dec 2019 to 8 Jan 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 8 Jan 2026)
    • CF3 Chief Executive (1 Aug 2008 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (1 Aug 2008 to 31 Mar 2009)
    • Responsible for Insurance Mediation (1 Aug 2008 to 30 Sep 2018)
    • CF1 Director (3 Mar 2006 to 8 Dec 2019)
  • Paul Ronald Jennings

    IRN PRJ01059

    • CF1 Director (AR) (4 Feb 2013 to 2 Jun 2016)
  • Robert Alexander Mark Winter

    IRN RAW01091

    • SMF9 Chair of the Governing Body (since 8 Oct 2021)
    • SMF3 Executive Director (8 Oct 2021 to 8 Oct 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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