Date authorised
13 May 2015
Companies House
09373879
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite 1, 2nd Floor
    The Exchange
    5 Bank Street
    Bury
    BL9 0DN
    UNITED KINGDOM
    Phone
    +441614138606
  • Complaints Contact

    Suite 1, 2nd Floor
    The Exchange
    5 Bank Street
    Bury
    BL9 0DN
    UNITED KINGDOM
    Phone
    +441614138606

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

  • 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.

  • Joanna Bernadette McAlpine

    IRN JBM01128

    • CF1 Director (AR) (since 3 Jul 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (13 May 2015 to 30 Sep 2018)
    • CF1 Director (13 May 2015 to 8 Dec 2019)
  • Steven Burrows

    IRN SXB01862

    • CF1 Director (AR) (since 30 Jun 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (22 Oct 2018 to 8 Dec 2019)
  • Thomas William Entwistle

    IRN TWE01016

    • CF1 Director (AR) (26 Apr 2017 to 6 Apr 2018)

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.