Date authorised
1 April 2013
Companies House
04719736
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Lancaster House
    Ackhurst Business Park
    Foxhole Road
    Chorley
    Lancashire
    PR7 1NY
    UNITED KINGDOM
    Phone
    +4401204366522
  • Complaints Contact

    Lancaster House
    Ackhurst Business Park
    Foxhole Road
    Chorley
    Lancashire
    PR7 1NY
    UNITED KINGDOM
    Phone
    +4401612449759

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, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · 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.
  • 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.

  • Barry O'Neill

    IRN BXO01040

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 29 Oct 2024)
    • [FCA CF] Client dealing (since 29 Oct 2024)
  • Bethany Nanson

    IRN BXN00094

    • 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 12 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 12 Dec 2025)
  • Charles Edward Rossiter

    IRN CXR00381

    • 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 7 Nov 2025)
    • [FCA CF] Client dealing (since 7 Nov 2025)
  • Christopher Kevin Gamble

    IRN CKG01009

    • [FCA CF] Client dealing (27 Jun 2024 to 3 Jul 2025)
    • [FCA CF] Functions requiring qualifications (27 Jun 2024 to 3 Jul 2025)
  • Christopher Needham

    IRN CXN00054

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 9 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2026)
  • Claire Charlotte Alanskas Slater

    IRN CXS91235

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 21 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 21 Jan 2026)
  • Claire Marie Medwell

    IRN CXM01000

    • 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 21 Jan 2026)
    • [FCA CF] Client dealing (since 21 Jan 2026)
  • Claire Nicolson Paget

    IRN CXP00314

    • [FCA CF] Functions requiring qualifications (22 Apr 2025 to 20 Oct 2025)
    • [FCA CF] Client dealing (22 Apr 2025 to 20 Oct 2025)
  • Clare Louise McCall

    IRN LCD01022

    • CF30 Customer (7 Apr 2016 to 24 Jan 2017)
  • Clive Anthony Chisnall

    IRN CAC01160

    • CF1 Director (AR) (19 Aug 2005 to 13 Oct 2022)

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.