Date authorised
1 April 2013
Companies House
06906320
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    59 Prince Street
    Bristol
    BS1 4QH
    UNITED KINGDOM
    Phone
    +4401179220420
  • Complaints Contact

    59 Prince Street
    Bristol
    BS1 4QH
    UNITED KINGDOM
    Phone
    +4401179220420

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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.

  • Gaynor Moyle

    IRN GXM02390

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (5 Aug 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (5 Aug 2015 to 30 Sep 2018)
  • Murray Ian Lisle Torrible

    IRN MIT01013

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (6 Jan 2010 to 30 Sep 2018)
    • CF3 Chief Executive (6 Jan 2010 to 8 Dec 2019)
    • CF1 Director (6 Jan 2010 to 8 Dec 2019)
  • Shelley Louise Robertson

    IRN SLR01083

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (13 Jul 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.