Date authorised
1 April 2013
Companies House
00220221
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Bath Road
    Calcot
    Reading
    Berkshire
    RG31 7SE
    UNITED KINGDOM
    Phone
    +441189303666
  • Complaints Contact

    Bath Road
    Calcot
    Reading
    Berkshire
    RG31 7SE
    UNITED KINGDOM
    Phone
    +447919350538

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
    • · This permission is limited to credit broking for the purpose of or in connection with the sale or hire of motor vehicles.
  • Stockbroking

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

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance.
  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling which is provided in connection with the whole or partial settlement of credit agreements for vehicle finance.
  • 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.

  • Adam John Flint

    IRN AXF35353

    • SMF16 Compliance Oversight (since 9 Jul 2020)
    • Responsible for Insurance Distribution (since 9 Jul 2020)
    • SMF1 Chief Executive (since 9 Jul 2020)
  • Adrian Smith

    IRN AXS07238

    • SMF16 Compliance Oversight (9 Dec 2019 to 2 Mar 2020)
    • SMF3 Executive Director (9 Dec 2019 to 2 Mar 2020)
    • Responsible for Insurance Distribution (20 Sep 2019 to 2 Mar 2020)
    • CF1 Director (8 Jan 2019 to 8 Dec 2019)
    • CF10 Compliance Oversight (8 Jan 2019 to 8 Dec 2019)
  • Alexander Hans-Josef Pollich

    IRN AHP01067

    • CF1 Director (14 Mar 2018 to 18 Jul 2018)
  • Andrew James Coates

    IRN AXC00468

    • [FCA CF] Significant management (since 17 Dec 2019)
  • Andrew Paul Goss

    IRN APG01071

    • CF8 Apportionment and Oversight (21 Feb 2011 to 30 Mar 2011)
    • CF1 Director (14 Jan 2005 to 30 Mar 2011)
  • Bradley Marc Piovesan

    IRN BXP00223

    • Director of firm who is not a certification employee or a SMF manager (21 Feb 2023 to 30 Jan 2026)
  • Christopher Noel Craft

    IRN CNC01043

    • CF10 Compliance Oversight (11 Apr 2017 to 25 Sep 2017)
    • CF8 Apportionment and Oversight (24 Aug 2012 to 2 Jan 2018)
  • Craig James Brown

    IRN CXB00364

    • [FCA CF] Significant management (since 17 Dec 2019)
  • Daniel Philip Jones

    IRN DXJ00120

    • [FCA CF] Significant management (17 Dec 2019 to 29 Jul 2022)
  • Frank Angelkoetter

    IRN FXA01634

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 3 Aug 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 7 Jan 2020)
    • CF10 Compliance Oversight (19 Sep 2017 to 30 Jan 2019)
    • CF1 Director (19 Sep 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (19 Sep 2017 to 30 Sep 2018)

Recent activity

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

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