Date authorised
1 April 2013
Companies House
05649077
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    142-154 Congleton Road
    Talke
    Stoke-on-Trent
    Staffordshire
    ST7 1LX
    UNITED KINGDOM
    Phone
    +441782880140
  • Complaints Contact

    142-154 Congleton Road
    Talke
    Stoke-on-Trent
    Staffordshire
    ST7 1LX
    UNITED KINGDOM
    Phone
    +441782880140

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • 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.

  • Adam Simpson

    IRN AXS01427

    • [FCA CF] Significant management (4 Jan 2023 to 4 Apr 2025)
  • Alisha Lawton

    IRN AXL75367

    • [FCA CF] Significant management (9 Dec 2019 to 8 Jan 2021)
  • Alison Felthouse

    IRN AXF75356

    • [FCA CF] Significant management (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Amandeep Goraya

    IRN AXG01073

    • CF1 Director (AR) (since 25 Sep 2025)
  • Andrew Abbott

    IRN AXA75357

    • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2025)
  • Baldassare Sciara

    IRN BXS00189

    • [FCA CF] Significant management (6 Jun 2022 to 23 Aug 2023)
  • Charlotte Simpson

    IRN CXM75365

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Chloe Gordon

    IRN CXG00651

    • [FCA CF] Significant management (since 10 Oct 2023)
  • Christopher Alan Lear

    IRN CAL01087

    • CF1 Director (AR) (since 15 May 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (9 May 2006 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (9 May 2006 to 31 Mar 2009)
    • CF1 Director (9 May 2006 to 8 Dec 2019)
  • Daniel Holland

    IRN DXH00394

    • [FCA CF] Significant management (since 19 Jun 2025)

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.