Date authorised
1 April 2013
Companies House
01079593
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Elmwood House
    Ghyll Royd
    Guiseley
    Leeds
    West Yorkshire
    LS20 9LT
    UNITED KINGDOM
    Phone
    +441943876631
  • Complaints Contact

    Elmwood House
    Ghyll Royd
    Guiseley
    Leeds
    West Yorkshire
    LS20 9LT
    UNITED KINGDOM
    Phone
    +441943876631

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

  • 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.

  • Christopher Hitch

    IRN CXH02141

    • [FCA CF] Significant management (since 9 Mar 2026)
    • Director of firm who is not a certification employee or a SMF manager (since 9 Mar 2026)
    • CF1 Director (AR) (12 May 2021 to 4 Mar 2026)
  • Claire Ellis

    IRN CXE74561

    • SMF16 Compliance Oversight (since 22 Jul 2020)
    • SMF3 Executive Director (since 22 Jul 2020)
  • Clark Lofthouse

    IRN CXL00623

    • Director of firm who is not a certification employee or a SMF manager (since 2 Mar 2026)
    • [FCA CF] Significant management (since 2 Mar 2026)
  • David Charles Fryer

    IRN DCF01047

    • CF1 Director (AR) (23 Aug 2017 to 4 Oct 2021)
    • Responsible for Insurance Mediation (14 Aug 2015 to 28 Aug 2015)
    • CF1 Director (14 Aug 2015 to 24 Apr 2019)
  • David Simon Wynick

    IRN DSW00033

    • CF10 Compliance Oversight (1 Oct 2002 to 6 Jan 2005)
    • CF8 Apportionment and Oversight (1 Oct 2002 to 6 Jan 2005)
    • CF1 Director (AR) (1 Oct 2002 to 6 Jan 2005)
    • CF11 Money Laundering Reporting (1 Oct 2002 to 6 Jan 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2005)
  • Dean Hartley

    IRN DXH02011

    • CF1 Director (AR) (29 Aug 2019 to 20 Nov 2020)
    • CF1 Director (28 Jan 2015 to 28 Aug 2019)
  • Ella Jane Burgess

    IRN EXB20463

    • CF1 Director (AR) (24 Jul 2023 to 24 Apr 2024)
  • Gareth Greaves-Milner

    IRN GXG00375

    • [FCA CF] Significant management (since 10 Mar 2026)
    • Director of firm who is not a certification employee or a SMF manager (since 10 Mar 2026)
  • Gary Newlyn

    IRN GXN00099

    • CF1 Director (AR) (12 Jan 2023 to 2 Jul 2024)
  • Graham Ernest Fletcher

    IRN GXF00037

    • CF30 Customer (1 Jan 2008 to 7 Apr 2009)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.