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.

  • Rebecca Leversidge

    IRN RXL00498

    • [FCA CF] Significant management (since 24 Nov 2025)
  • Richard La-bassee Beaven

    IRN RLB01081

    • Responsible for Insurance Distribution (12 Jun 2024 to 25 Nov 2024)
    • SMF3 Executive Director (12 Jun 2024 to 25 Nov 2024)
  • Robert Jarvis

    IRN RXJ00027

    • [FCA CF] Significant management (since 17 Sep 2025)
  • Robert Michael Corner

    IRN RXC91739

    • Responsible for Insurance Distribution (14 Dec 2020 to 21 Oct 2022)
    • SMF3 Executive Director (14 Dec 2020 to 21 Oct 2022)
    • SMF1 Chief Executive (14 Dec 2020 to 21 Oct 2022)
  • Sara Malaj

    IRN SXM04858

    • [FCA CF] Significant management (since 24 Nov 2025)
  • Simon Cavendish McGinn

    IRN SCM01128

    • CF2 Non Executive Director (6 Sep 2019 to 8 Dec 2019)
    • CF1 Director (21 Sep 2006 to 28 Jan 2018)
  • Simon Peter Harford Bennett

    IRN SXB00453

    • [FCA CF] Significant management (since 24 Nov 2025)
  • Stuart Darroch

    IRN SXD00638

    • Responsible for Insurance Distribution (28 Mar 2023 to 31 May 2024)
    • SMF1 Chief Executive (28 Mar 2023 to 31 May 2024)
    • SMF3 Executive Director (28 Mar 2023 to 31 May 2024)
  • Tracey Sims

    IRN TXS03658

    • [FCA CF] Significant management (since 13 Nov 2025)

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.