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.

  • Julian Michael Winfield

    IRN JMW01273

    • CF1 Director (22 Jul 2010 to 10 Jun 2014)
  • Julie Sandra Sidebotham

    IRN JSG01077

    • CF17 Significant Mgt (Other Business Operations) (14 Jan 2005 to 30 May 2006)
  • Justin Roberts

    IRN JXR00276

    • [FCA CF] Significant management (18 Jan 2021 to 26 Jun 2024)
  • Kartina Tahir Thomson

    IRN KXT00201

    • Director of firm who is not a certification employee or a SMF manager (since 19 Sep 2025)
  • Kashif Bhatti

    IRN KXB00530

    • [FCA CF] Significant management (since 1 Aug 2025)
    • [FCA CF] Significant management (1 Jul 2023 to 31 Dec 2024)
  • Kay Martin

    IRN KAM01167

    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Apr 2019)
    • Responsible for Insurance Mediation (15 Aug 2018 to 30 Sep 2018)
    • CF3 Chief Executive (13 Apr 2017 to 30 Apr 2019)
    • CF1 Director (13 Apr 2017 to 30 Apr 2019)
  • Keith Thomas Jackson

    IRN KTJ01005

    • CF1 Director (8 Oct 2012 to 31 Aug 2015)
  • Kenneth MacIver

    IRN KXM01270

    • CF2 Non Executive Director (23 Nov 2006 to 10 Jul 2009)
  • Kevin Ronald Spencer

    IRN KRS01061

    • SMF7 Group Entity Senior Manager (since 6 Feb 2025)
  • Laura Walker

    IRN LXW00335

    • [FCA CF] Significant management (since 9 Oct 2025)
    • [FCA CF] Significant management (1 Apr 2023 to 31 Dec 2024)

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.