Date authorised
2 May 2017
Companies House
10449346
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite B, 2nd Floor
    The Atrium
    St. Georges Street
    Norwich
    Norfolk
    NR3 1AB
    UNITED KINGDOM
    Phone
    +4401603559361
  • Complaints Contact

    Suite B, 2nd Floor
    The Atrium
    St Georges Street
    Norwich
    Norfolk
    NR3 1AB
    UNITED KINGDOM
    Phone
    +4401603559361

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

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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.

  • Angela Charlotte Seymour-Jackson

    IRN ACS01174

    • [FCA CF] Significant management (since 16 Nov 2022)
    • [PRA CF] Key function holder (since 16 Nov 2022)
    • CF2 Non Executive Director (31 Jul 2019 to 8 Dec 2019)
  • James Ashley Ellis

    IRN JXE00299

    • Director of firm who is not a certification employee or a SMF manager (since 26 Sep 2023)
  • James Peter Everett

    IRN JXE00392

    • SMF3 Executive Director (since 1 Jul 2025)
  • Jonathan Paul Kirk

    IRN JPK01053

    • CF1 Director (2 May 2017 to 4 Dec 2019)
  • Louise Birritteri

    IRN LXB01946

    • CF1 Director (AR) (since 6 Apr 2020)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (2 May 2017 to 30 Sep 2018)
    • CF3 Chief Executive (2 May 2017 to 8 Dec 2019)
    • CF1 Director (2 May 2017 to 8 Dec 2019)
  • Mark Jonathan Bernstein

    IRN MXB01030

    • Director of firm who is not a certification employee or a SMF manager (3 Nov 2022 to 28 Feb 2025)
  • Richard Antoni Savelli

    IRN RAS01226

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (2 May 2017 to 8 Dec 2019)
  • Stephen John McGuinness

    IRN SXM01092

    • SMF3 Executive Director (since 8 Jul 2025)
  • Stuart Charles Reid

    IRN SCR00028

    • SMF9 Chair of the Governing Body (since 10 Mar 2020)
  • Wayne Rodney Dunthorne

    IRN WRD01022

    • CF1 Director (2 May 2017 to 4 Dec 2019)

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.