Date authorised
1 April 2013
Companies House
06957943
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 5B
    Olympic Way
    Birchwood
    Warrington
    Cheshire
    WA2 0YL
    UNITED KINGDOM
    Phone
    +4403445674001
  • Complaints Contact

    Unit 5B
    Olympic Way
    Birchwood
    Warrington
    WA2 0YL
    UNITED KINGDOM
    Phone
    +443445674001

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • Credit Brokering

  • Stockbroking

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

  • Investment Setup

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

Approved individuals

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

  • Adelle Bleakley

    IRN AXB03942

    • SMF3 Executive Director (9 Dec 2019 to 30 Apr 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Apr 2022)
    • CF1 Director (7 Feb 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Nov 2016 to 3 Oct 2017)
    • CF8 Apportionment and Oversight (1 Nov 2016 to 7 Feb 2018)
  • Helen Louise Moss

    IRN HLM01049

    • CF8 Apportionment and Oversight (30 Jun 2014 to 1 Nov 2016)
  • Margaret Longden

    IRN MXL08711

    • Responsible for Insurance Distribution (21 Apr 2022 to 17 Feb 2026)
    • SMF3 Executive Director (21 Apr 2022 to 17 Feb 2026)
  • Maxine Louise Cooper

    IRN MLC01101

    • CF8 Apportionment and Oversight (15 Jul 2014 to 5 Sep 2014)
    • CF1 Director (1 Aug 2013 to 15 Jul 2014)
    • Responsible for Insurance Mediation (1 Aug 2013 to 5 Sep 2014)
  • Simran Sekhon

    IRN SXS01046

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Simran Sekhon

    IRN SXS02587

    • SMF1 Chief Executive (since 23 Dec 2025)
  • Stephen Moss

    IRN SXM02626

    • CF1 Director (1 Apr 2011 to 16 Aug 2013)
    • Responsible for Insurance Mediation (1 Apr 2011 to 12 Jul 2013)

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.