Date authorised
1 April 2013
Companies House
04521167
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    4 Mannin Way
    Lancaster
    Lancashire
    LA1 3SW
    UNITED KINGDOM
    Phone
    +443333206009
  • Complaints Contact

    4 Mannin Way
    Lancaster
    Lancashire
    LA1 3SW
    UNITED KINGDOM
    Phone
    +443333206009

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.

  • Emma Mallinson

    IRN EXM01872

    • Responsible for Insurance Distribution (28 Aug 2020 to 13 Sep 2020)
    • SMF1 Chief Executive (28 Aug 2020 to 13 Sep 2020)
    • SMF3 Executive Director (9 Dec 2019 to 29 Dec 2023)
    • CF1 Director (10 Aug 2017 to 8 Dec 2019)
  • Gary Edward Davess

    IRN GED01020

    • CF2 Non Executive Director (1 Jun 2015 to 28 Jan 2018)
  • George Richard Stratford

    IRN GRS01060

    • CF2 Non Executive Director (1 Sep 2006 to 29 Sep 2010)
  • Gilles Normand

    IRN GXN01201

    • SMF3 Executive Director (12 Jun 2024 to 16 Aug 2024)
    • SMF1 Chief Executive (12 Jun 2024 to 16 Aug 2024)
  • Gordon Joseph Crosbie

    IRN GJC00046

    • Responsible for Insurance Distribution (since 8 Aug 2025)
    • SMF1 Chief Executive (since 24 Jul 2025)
    • SMF3 Executive Director (since 9 Jun 2025)
  • Helen Bryant

    IRN HXB11373

    • SMF9 Chair of the Governing Body (7 Jan 2020 to 31 May 2024)
    • SMF3 Executive Director (9 Dec 2019 to 31 May 2024)
    • CF1 Director (27 Mar 2019 to 8 Dec 2019)
  • Ian Barnham

    IRN IXB00143

    • [FCA CF] Significant management (4 Jan 2022 to 31 May 2024)
  • Ibrahim Mohamed El Moghraby

    IRN IME01014

    • CF1 Director (1 Aug 2012 to 30 Jun 2015)
  • Jacob Bishara Ibrahim Abboud

    IRN JBA01043

    • CF2 Non Executive Director (10 Aug 2017 to 31 Jan 2019)
  • Jonathan Dye

    IRN JXD01572

    • CF2 Non Executive Director (7 Aug 2013 to 20 Sep 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.