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.

  • Debra Patricia Lesley Woodward

    IRN DPW01065

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

    IRN DXG01778

    • CF2 Non Executive Director (15 May 2015 to 31 Dec 2015)
  • Diane Cougill

    IRN DXC01452

    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 26 Jun 2024)
    • CF1 Director (2 Oct 2018 to 8 Dec 2019)
  • Dominic Beattie

    IRN DXB00880

    • [FCA CF] Significant management (21 Aug 2023 to 26 Jun 2024)
  • Duncan Alistair Finch

    IRN DAF01100

    • SMF10 Chair of the Risk Committee (13 Jan 2023 to 29 Jul 2024)
    • SMF11 Chair of the Audit Committee (13 Jan 2023 to 22 Jul 2024)
  • Eamonn Patrick Kennedy

    IRN EPK01006

    • CF1 Director (14 Jan 2005 to 28 Mar 2008)
  • Ellie Barlow

    IRN EXB00447

    • Director of firm who is not a certification employee or a SMF manager (26 Jun 2024 to 31 Jan 2025)
  • Emma Daniels

    IRN EXD00176

    • [FCA CF] Significant management (since 29 Sep 2025)
  • Emma Rawlinson

    IRN EXR01346

    • SMF3 Executive Director (since 27 Jun 2025)
    • SMF1 Chief Executive (since 27 Jun 2025)
    • Responsible for Insurance Distribution (since 27 Jun 2025)
    • SMF24 Chief Operations (21 Aug 2024 to 7 Oct 2024)
    • SMF1 Chief Executive (6 Apr 2022 to 21 Aug 2024)
    • SMF3 Executive Director (6 Apr 2022 to 21 Aug 2024)
  • Eoin Grace

    IRN EXG00303

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

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.