Date authorised
1 April 2013
Companies House
03711080
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Kindertons House
    Marshfield Bank
    Crewe
    Cheshire
    CW2 8UY
    UNITED KINGDOM
    Phone
    +4403435094900
  • Complaints Contact

    Kindertons House
    Marshfield Bank
    Crewe
    Cheshire
    CW2 8UY
    UNITED KINGDOM
    Phone
    +4403435094900

What this firm is allowed to do

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

  • 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

  • Stockbroking

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

  • Investment Setup

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

  • Claims Lead Generation

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jo Mercer

    IRN JXM01056

    • [FCA CF] Significant management (26 Apr 2022 to 3 Oct 2023)
  • Joanne Elizabeth Harman

    IRN JXH11258

    • Director of firm who is not a certification employee or a SMF manager (since 5 Oct 2023)
    • SMF3 Executive Director (9 Dec 2019 to 16 Jan 2024)
    • CF1 Director (AR) (15 Mar 2019 to 17 Jun 2019)
    • CF1 Director (13 Mar 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (13 Mar 2019 to 11 Sep 2020)
  • Joanne Houghton

    IRN JXH00611

    • [FCA CF] Significant management (29 Mar 2021 to 4 Jul 2022)
  • Joe Deer

    IRN JXD00397

    • [FCA CF] Significant management (31 Mar 2021 to 29 Oct 2021)
  • Kathleen Armitage

    IRN KXA00113

    • [FCA CF] Significant management (30 Jul 2020 to 3 Oct 2023)
  • Kirsty Susan McKno

    IRN KSM01042

    • SMF3 Executive Director (3 Mar 2020 to 16 Jul 2020)
  • Lee Jamieson Evans

    IRN LJE01029

    • CF1 Director (AR) (16 Oct 2013 to 16 Oct 2018)
  • Lee Wakefield

    IRN LXW00183

    • [FCA CF] Significant management (26 Mar 2021 to 5 Nov 2021)
  • Lucy Ashmore

    IRN LXA45259

    • SMF3 Executive Director (23 Jul 2020 to 19 Aug 2022)
  • Mark Russell

    IRN MXR00335

    • SMF3 Executive Director (20 Apr 2022 to 9 Jan 2024)
    • [FCA CF] Significant management (29 Mar 2021 to 4 Oct 2022)

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.