Date authorised
1 April 2013
Companies House
05114385
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Emerald Buildings
    Westmere Drive
    Crewe
    Cheshire
    CW1 6UN
    UNITED KINGDOM
    Phone
    +443330090278
  • Complaints Contact

    Emerald Buildings
    Westmere Drive
    Crewe
    Cheshire
    CW1 6UN
    UNITED KINGDOM
    Phone
    +443330095656

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

  • 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.

  • Robert James Moorehead-Lane

    IRN RXM02300

    • CF28 Systems and controls (1 Sep 2015 to 20 Nov 2017)
  • Ross Matthew Carson

    IRN RXC16018

    • SMF18 Other Overall Responsibility (22 Jun 2021 to 8 May 2024)
    • CF29 Significant management (11 Sep 2019 to 8 Dec 2019)
  • Ryan Stevens

    IRN RXS00710

    • SMF18 Other Overall Responsibility (13 Oct 2022 to 2 Aug 2024)
  • Sara Lavinia Dodd

    IRN SXD00312

    • SMF18 Other Overall Responsibility (2 Aug 2024 to 9 Apr 2026)
    • [FCA CF] Significant management (1 Mar 2021 to 2 Aug 2024)
  • Sarah Kate Ireland

    IRN SXI00032

    • [FCA CF] Significant management (10 Dec 2020 to 29 Oct 2021)
  • Sean Jude Taborda

    IRN SJT01207

    • CF29 Significant management (3 Jul 2008 to 24 Apr 2009)
  • Shaminder Singh Rai

    IRN SXR16051

    • CF29 Significant management (27 Aug 2019 to 8 Dec 2019)
  • Shaun Tolley

    IRN SXT01453

    • CF1 Director (AR) (6 Nov 2006 to 24 Feb 2010)
  • Simon Christopher Markey

    IRN SCM01102

    • Responsible for Insurance Mediation (9 Mar 2006 to 3 Dec 2008)
    • CF8 Apportionment and Oversight (9 Mar 2006 to 3 Dec 2008)
    • CF1 Director (AR) (26 Nov 2005 to 27 Apr 2006)
    • CF1 Director (7 Nov 2005 to 3 Dec 2008)
  • Soames Sembe Phares

    IRN SXP00638

    • [FCA CF] Significant management (11 Jul 2022 to 8 May 2024)

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.