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.

  • Mansel Robert Hutton

    IRN MXH00229

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 9 Jan 2026)
    • [FCA CF] Client dealing (since 9 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2026)
  • Marc Andrew Carpenter

    IRN MAC01382

    • [FCA CF] Functions requiring qualifications (23 Jan 2023 to 4 Mar 2026)
    • [FCA CF] Client dealing (23 Jan 2023 to 4 Mar 2026)
  • Mark Christopher Cashmore

    IRN MCC01160

    • 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)
  • Martin Krzysztof Migowski

    IRN MKM01035

    • 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 1 Apr 2025)
    • [FCA CF] Client dealing (since 1 Apr 2025)
  • Martin Peter Smith

    IRN MPS01157

    • CF1 Director (AR) (22 Apr 2014 to 27 Nov 2022)
  • Matthew Broadhurst

    IRN MJB01614

    • 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 9 Jan 2026)
    • [FCA CF] Client dealing (since 9 Jan 2026)
  • Maxwell James Longden

    IRN MXL00595

    • [FCA CF] Functions requiring qualifications (19 Jul 2024 to 3 Sep 2025)
    • [FCA CF] Client dealing (19 Jul 2024 to 3 Sep 2025)
  • Mickey Boyle-Prescott

    IRN MXB04287

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 11 Nov 2025)
    • [FCA CF] Client dealing (since 11 Nov 2025)
  • Mohammed Shahban Bostan

    IRN MSB00025

    • 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 9 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2026)
  • Nigel Richard Walker

    IRN NRW00001

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 12 Mar 2026)
    • [FCA CF] Client dealing (since 12 Mar 2026)

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.