Date authorised
12 February 2025
Companies House
15997449
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Koba
    100 Barbirolli Square
    Manchester
    M2 3BD
    UNITED KINGDOM
    Phone
    +4401617111885
  • Complaints Contact

    Koba
    100 Barbirolli Square
    Manchester
    M2 3BD
    UNITED KINGDOM
    Phone
    +4401617111885

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Aidan Jay Byrne - Carter

    IRN AXB04556

    • [FCA CF] Manager of certification employee (since 23 Oct 2025)
    • SMF3 Executive Director (since 14 Oct 2025)
  • Christopher Richard Hurley

    IRN CRH01040

    • Director of firm who is not a certification employee or a SMF manager (since 10 Apr 2026)
  • Daniel Walker

    IRN DXW00818

    • [FCA CF] Client dealing (21 Oct 2025 to 29 Jan 2026)
    • [FCA CF] Functions requiring qualifications (21 Oct 2025 to 29 Jan 2026)
  • Elliot David Preston

    IRN EXP00307

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 27 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 27 Oct 2025)
  • Gerard Gould

    IRN GXG00381

    • Director of firm who is not a certification employee or a SMF manager (since 10 Apr 2026)
  • James Francis Igoe

    IRN JFI01009

    • [FCA CF] Manager of certification employee (since 23 Oct 2025)
    • SMF3 Executive Director (since 14 Oct 2025)
  • Joseph Chalmers

    IRN JXC03507

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
    • [FCA CF] Client dealing (since 2 Feb 2026)
  • Rebecca Scott

    IRN RXS01838

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 2 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
  • Simon Christopher Owen

    IRN SCO01024

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 27 Oct 2025)
    • [FCA CF] Client dealing (since 27 Oct 2025)
    • [FCA CF] Manager of certification employee (since 21 Oct 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 14 Oct 2025)
    • Responsible for Insurance Distribution (since 14 Oct 2025)
    • SMF16 Compliance Oversight (since 14 Oct 2025)

Recent activity

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

No changes recorded yet.