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 SXS02587

    • SMF1 Chief Executive (since 23 Dec 2025)
  • Simran Sekhon

    IRN SXS01046

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

  • D C Properties Ltd (no longer appointed)

    FRN 569680 · Appointed 24 Nov 2011 · Until 1 Sep 2014

  • Avanti Properties (no longer appointed)

    FRN 569651 · Appointed 24 Nov 2011 · Until 16 Mar 2016

  • Cundalls Limited (no longer appointed)

    FRN 569674 · Appointed 24 Nov 2011 · Until 4 Mar 2015

  • Ashview Estates (no longer appointed)

    FRN 569551 · Appointed 23 Nov 2011 · Until 1 Sep 2014

  • A Home To Let (no longer appointed)

    FRN 569549 · Appointed 23 Nov 2011 · Until 1 Sep 2014

  • Archers Estates Limited (no longer appointed)

    FRN 569576 · Appointed 23 Nov 2011 · Until 1 Sep 2014

  • Capital Sidcup (no longer appointed)

    FRN 569463 · Appointed 22 Nov 2011 · Until 13 Sep 2017

  • Dockside Kent (no longer appointed)

    FRN 569458 · Appointed 22 Nov 2011 · Until 22 Mar 2016

  • Andrew Cowen Ltd (no longer appointed)

    FRN 569270 · Appointed 21 Nov 2011 · Until 4 Mar 2015

Recent activity

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

No changes recorded yet.