Date authorised
14 October 2013
Companies House
07256674
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

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

  • Investment Advice (no pensions)

    For Commercial, 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, Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

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

  • Michael Callard

    IRN MJC01581

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (14 Oct 2013 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Oct 2013 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.