Date authorised
2 March 2015
Companies House
08792781
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Marine View Office Park
    Unit 2D First Floor
    44 Martingale Way
    Portishead
    Bristol
    North Somerset
    BS20 7AW
    UNITED KINGDOM
    Phone
    +441275843619
  • Complaints Contact

    Marine View Office Park
    Unit 2D, First Floor
    44 Martingale Way
    Portishead
    Bristol
    North Somerset
    BS20 7AW
    UNITED KINGDOM
    Phone
    +441275843619

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.

  • Glyn Vernon Ashton

    IRN GVA01008

    • SMF3 Executive Director (since 9 Sep 2020)
  • Jeremy Mountford

    IRN JXM77142

    • Responsible for Insurance Distribution (since 3 Jul 2020)
    • SMF3 Executive Director (since 3 Jul 2020)
  • Peter John Walker

    IRN PJW00033

    • SMF3 Executive Director (since 5 Oct 2020)
  • Robert Andrews

    IRN RXA01694

    • SMF3 Executive Director (9 Dec 2019 to 26 Feb 2021)
    • CF1 Director (2 Mar 2015 to 8 Dec 2019)
  • Ronald Langlands

    IRN RXL01531

    • SMF3 Executive Director (9 Dec 2019 to 26 Feb 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 26 Feb 2021)
    • CF1 Director (2 Mar 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 Mar 2015 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.