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.

  • Taj Mian

    IRN WTM01010

    • CF29 Significant management (4 Apr 2008 to 19 Nov 2008)
  • Timothy James Whiting

    IRN TJW01130

    • Responsible for Insurance Mediation (1 Nov 2011 to 18 May 2012)
    • CF1 Director (10 Jun 2010 to 1 Nov 2013)
    • CF8 Apportionment and Oversight (28 Nov 2006 to 31 Mar 2009)
    • CF3 Chief Executive (28 Nov 2006 to 18 May 2012)
  • Timothy Machin

    IRN TXM42629

    • [FCA CF] Manager of certification employee (2 Sep 2025 to 31 Oct 2025)
    • SMF3 Executive Director (2 Sep 2025 to 9 Apr 2026)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Oct 2025)
  • Timothy Patrick Clancy

    IRN TPC01044

    • CF1 Director (21 Feb 2011 to 1 Aug 2018)
  • Tracy Elizabeth French

    IRN TEF01012

    • CF1 Director (14 Jan 2010 to 31 Jan 2012)
    • CF29 Significant management (25 Jul 2008 to 13 Jan 2010)
  • Tracy Lindsay Morshead

    IRN TLM01014

    • CF2 Non Executive Director (3 Apr 2014 to 16 Jun 2017)

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.