Date authorised
1 April 2013
Companies House
03686765
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Affinity House
    Bindon Road
    Taunton
    Somerset
    TA2 6AA
    UNITED KINGDOM
    Phone
    +441823250700
  • Complaints Contact

    Affinity House
    Bindon Road
    Taunton
    Somerset
    TA2 6AA
    UNITED KINGDOM
    Phone
    +441823250700

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

  • Debt Collection

  • 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.

  • Anthony George Coates

    IRN AXC27212

    • SMF3 Executive Director (since 24 Apr 2025)
    • Responsible for Insurance Distribution (since 24 Apr 2025)
    • CF1 Director (AR) (22 Jan 2020 to 18 Dec 2020)
  • Darren Neil Box

    IRN DNB01041

    • CF1 Director (AR) (22 Jan 2020 to 18 Dec 2020)
  • David Robert Moore

    IRN DRM01205

    • SMF3 Executive Director (1 Dec 2022 to 4 Jan 2024)
    • Director of firm who is not a certification employee or a SMF manager (8 Dec 2020 to 22 Aug 2023)
  • Duncan Green

    IRN DXG00381

    • [FCA CF] Significant management (1 Jul 2022 to 1 Oct 2024)
  • John Denis Lane

    IRN JXL01564

    • CF1 Director (AR) (6 Mar 2007 to 13 Aug 2007)
  • Julie Comer

    IRN JAP01263

    • [FCA CF] Significant management (1 Dec 2021 to 13 Mar 2024)
    • [FCA CF] Material risk taker (9 Dec 2020 to 1 Feb 2021)
  • Mark Peter Rawden

    IRN MPR01098

    • CF1 Director (AR) (5 Jul 2017 to 21 May 2018)
  • Martin Crispin Richard Nation

    IRN MCN00001

    • CF1 Director (14 Jan 2005 to 31 Aug 2005)
  • Matthew Mervyn Pyke

    IRN MXP01502

    • SMF9 Chair of the Governing Body (since 13 Feb 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (1 Oct 2018 to 10 Feb 2022)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Mervyn Arthur Pyke

    IRN MAP00011

    • CF1 Director (14 Jan 2005 to 10 Mar 2014)

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.