Date authorised
1 April 2013
Companies House
02728936
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Southport Business Park
    Wight Moss Way
    Southport
    Merseyside
    PR8 4HQ
    UNITED KINGDOM
    Phone
    +4403303438473
  • Complaints Contact

    Complaints Department
    Nile Street
    Burslem
    Stoke on Trent
    ST6 2BA
    UNITED KINGDOM
    Phone
    +4403303438473

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

  • Credit Brokering

    Show 1 limitation
    • · Limited to credit broking (within the meaning of article 36A of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001) of credit agreements to finance insurance premiums.
  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Consumer Loans

  • Loan Servicing

  • 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.

  • Andrew John Halstead

    IRN AJH00070

    • CF1 Director (7 Aug 2009 to 23 Dec 2009)
  • Andrew Poppleton

    IRN AXP00354

    • SMF18 Other Overall Responsibility (since 7 Aug 2023)
  • Andrew Stuart Watson

    IRN AXW01302

    • SMF9 Chair of the Governing Body (3 Nov 2022 to 31 May 2025)
    • SMF11 Chair of the Audit Committee (13 Aug 2021 to 22 Jul 2024)
    • SMF10 Chair of the Risk Committee (13 Aug 2021 to 29 Jul 2024)
  • Andy Plowman

    IRN AXP00840

    • [FCA CF] Significant management (1 Jun 2023 to 11 Jan 2024)
  • Angela Craughwell

    IRN AXC03412

    • [FCA CF] Significant management (30 Jan 2025 to 31 Dec 2025)
  • Ann-Marie Stone

    IRN AXS02040

    • CF14 Risk Assessment (14 Jan 2005 to 6 Oct 2005)
    • CF1 Director (14 Jan 2005 to 6 Oct 2005)
  • Antonios Erotocritou

    IRN AXE01642

    • CF1 Director (AR) (13 Jul 2018 to 16 Aug 2019)
    • CF1 Director (1 Mar 2017 to 1 Aug 2019)
  • Antony Proverbs

    IRN AXP00163

    • CF2 Non Executive Director (23 Nov 2006 to 30 Sep 2009)
  • Aurelio Cusaro

    IRN AXC02470

    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 26 Jun 2024)
    • CF2 Non Executive Director (22 Dec 2017 to 8 Dec 2019)
  • Benjamin Murphy

    IRN BXM00537

    • [FCA CF] Significant management (since 8 Oct 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Glendale Hills Limited (no longer appointed)

    FRN 428906 · Appointed 8 Sep 2005 · Until 19 Jun 2007

  • Kumi Link Services (no longer appointed)

    FRN 428915 · Appointed 8 Sep 2005 · Until 15 Nov 2007

  • C B Walker (no longer appointed)

    FRN 428913 · Appointed 8 Sep 2005 · Until 30 Oct 2006

  • Virtual Equity (no longer appointed)

    FRN 429317 · Appointed 8 Sep 2005 · Until 27 Nov 2006

  • M G Moldon (no longer appointed)

    FRN 428600 · Appointed 8 Sep 2005 · Until 30 Oct 2006

  • M Summers (no longer appointed)

    FRN 428606 · Appointed 8 Sep 2005 · Until 24 Nov 2006

  • M&S Pattison Ltd (no longer appointed)

    FRN 428657 · Appointed 8 Sep 2005 · Until 24 Nov 2006

  • Maple Estate & Mortgages (no longer appointed)

    FRN 428911 · Appointed 8 Sep 2005 · Until 27 Nov 2006

  • Maria Duru (no longer appointed)

    FRN 431333 · Appointed 8 Sep 2005 · Until 12 Nov 2009

  • Brian Welsh (no longer appointed)

    FRN 428974 · Appointed 8 Sep 2005 · Until 15 Nov 2007

Recent activity

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

No changes recorded yet.