Date authorised
1 April 2013
Companies House
00980864
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Windsor House
    Telford Centre
    Telford
    Shropshire
    TF3 4NB
    UNITED KINGDOM
    Phone
    +448000731777
  • Complaints Contact

    10 Brindleyplace
    Birmingham
    B1 2JB
    UNITED KINGDOM
    Phone
    +442045596005

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) that it operates
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Trades With You Directly

    For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Runs Personal Pensions

  • Investment Setup

    For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Ben Skelsey

    IRN BXS26357

    • [FCA CF] CASS oversight function (1 Jan 2023 to 1 Oct 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 1 Oct 2024)
  • Brid Meaney

    IRN BXM00144

    • [FCA CF] Manager of certification employee (3 Dec 2024 to 17 Jun 2025)
  • Clare Jane Bousfield

    IRN CJB01252

    • CF2 Non Executive Director (10 Apr 2007 to 31 May 2007)
  • Craig Douglas Hamilton

    IRN CXH23992

    • SMF3 Executive Director (10 May 2023 to 31 Mar 2025)
    • SMF16 Compliance Oversight (27 Mar 2023 to 3 Feb 2025)
  • David Baggott

    IRN DIB01043

    • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Mar 2022)
    • CF10a CASS Oversight function (12 Sep 2018 to 8 Dec 2019)
  • David Harrison

    IRN DJH01511

    • [FCA CF] Significant management (16 Apr 2021 to 31 Mar 2022)
    • [FCA CF] Manager of certification employee (16 Apr 2021 to 31 Mar 2022)
  • David Nicholas Woollett

    IRN DNW01020

    • SMF16 Compliance Oversight (since 4 Feb 2025)
    • [FCA CF] Manager of certification employee (1 Apr 2022 to 21 Aug 2024)
  • Deborah Knight

    IRN DXK26401

    • [FCA CF] Significant management (9 Dec 2019 to 1 Mar 2021)
  • Diane Brown

    IRN DXB00602

    • [FCA CF] CASS oversight function (1 Apr 2022 to 1 Jan 2023)
  • Elizabeth Fleming

    IRN EXF56184

    • [FCA CF] Significant management (since 31 Dec 2021)

Recent activity

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

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