Date authorised
1 April 2013
Companies House
05988054
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Southport Business Park
    Wight Moss Way
    Southport
    PR8 4HQ
    UNITED KINGDOM
    Phone
    +4403303438473
  • Complaints Contact

    Complaints Department
    Nile Street
    Burslem
    Stoke on Trent
    ST6 2BA
    UNITED KINGDOM
    Phone
    +4403303438473

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

  • Credit Brokering

  • Stockbroking

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

  • Debt Plan Admin

  • 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.

  • Ellie Barlow

    IRN EXB00447

    • Director of firm who is not a certification employee or a SMF manager (26 Jun 2024 to 31 Jan 2025)
  • Emma Daniels

    IRN EXD00176

    • [FCA CF] Significant management (since 29 Sep 2025)
  • Emma Rawlinson

    IRN EXR01346

    • SMF3 Executive Director (since 27 Jun 2025)
    • Responsible for Insurance Distribution (since 27 Jun 2025)
    • SMF1 Chief Executive (since 27 Jun 2025)
    • Responsible for Insurance Distribution (21 Aug 2024 to 25 Sep 2024)
    • SMF3 Executive Director (6 Apr 2022 to 25 Sep 2024)
  • Feilim Mackle

    IRN FXM01070

    • SMF9 Chair of the Governing Body (since 11 Dec 2025)
  • Grant Spilsbury

    IRN GXS00470

    • [FCA CF] Significant management (since 4 Jun 2025)
  • Ian James Donaldson

    IRN IJD01018

    • Responsible for Insurance Distribution (25 Sep 2024 to 22 Jan 2025)
    • SMF1 Chief Executive (25 Sep 2024 to 22 Jan 2025)
    • SMF3 Executive Director (25 Sep 2024 to 22 Jan 2025)
  • James Anthony Loder

    IRN JXL00113

    • [FCA CF] Significant management (15 Oct 2025 to 30 Jan 2026)
  • James Hassell

    IRN JXH33038

    • [FCA CF] Significant management (since 1 Aug 2025)
  • James Richard Fairhurst

    IRN JRF01095

    • [FCA CF] Significant management (22 Nov 2021 to 30 Jun 2023)
  • Jeff Mountford

    IRN JXM01266

    • [FCA CF] Significant management (1 Dec 2022 to 13 Dec 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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