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.

  • Donna Bithell

    IRN DXB75355

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Donna Williams

    IRN DXB75362

    • [FCA CF] Significant management (9 Dec 2019 to 3 Nov 2025)
  • Gaius Thomson

    IRN GXT75361

    • [FCA CF] Significant management (9 Dec 2019 to 26 May 2021)
  • George Trifonos

    IRN GXT01254

    • [FCA CF] Significant management (9 Dec 2020 to 16 Dec 2022)
  • Ian Pitt

    IRN IXP75360

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Jason Johnson-Smith

    IRN JXJ00056

    • CF1 Director (9 May 2006 to 31 Jul 2009)
  • Jessica Cadman

    IRN JXC03467

    • [FCA CF] Significant management (since 6 Feb 2025)
  • Kathleen McMullan

    IRN KXR75358

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Michelle Matthias

    IRN MXM75359

    • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2021)
  • Nicole McGlade

    IRN NXI00033

    • [FCA CF] Significant management (since 13 Dec 2021)

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.