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.

  • Craig Ball

    IRN CXB01714

    • SMF7 Group Entity Senior Manager (13 Sep 2022 to 14 Jun 2024)
    • SMF2 Chief Finance (5 May 2021 to 13 Sep 2022)
    • SMF3 Executive Director (5 May 2021 to 13 Sep 2022)
  • Cristian Jackson

    IRN CXJ00359

    • SMF18 Other Overall Responsibility (since 12 Mar 2026)
  • Dan Curzon

    IRN DXC00315

    • [FCA CF] Significant management (18 Jan 2021 to 12 Feb 2021)
  • Daniel James Taylor

    IRN DXT00040

    • [FCA CF] Significant management (since 1 Aug 2025)
  • Daniel Martin Fiehn

    IRN DXF10138

    • SMF18 Other Overall Responsibility (since 23 May 2025)
  • Daniel Ryan Pietrzak

    IRN DXP01574

    • CF2 Non Executive Director (8 Mar 2016 to 20 Nov 2017)
  • Daren Homewood

    IRN DXH27724

    • [FCA CF] Significant management (since 5 Dec 2025)
  • Darren James Boland

    IRN DJB01607

    • SMF7 Group Entity Senior Manager (since 26 Nov 2024)
  • David Christopher Ross

    IRN DCR01060

    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 26 Jun 2024)
    • CF1 Director (24 Feb 2016 to 8 Dec 2019)
  • David Stephen Fulluck

    IRN DXF01241

    • CF1 Director (14 Jan 2005 to 10 Mar 2006)

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.