Date authorised
1 April 2013
Companies House
04762595
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    St George's House
    Greengate Lane
    Prestwich
    Manchester
    M25 3HW
    UNITED KINGDOM
    Phone
    +4401617984949
  • Complaints Contact

    St George's House
    Greengate Lane
    Prestwich
    Manchester
    M25 3HW
    UNITED KINGDOM
    Phone
    +4401617984949

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

  • 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.

  • Jason Howard Martin Freeman

    IRN JHF01040

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF28 Systems and controls (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • CF13 Finance (14 Jan 2005 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Paul Martin Feldman

    IRN PMF01063

    • CF28 Systems and controls (1 Nov 2007 to 4 Jul 2011)
    • CF1 Director (14 Jan 2005 to 4 Jul 2011)
    • CF13 Finance (14 Jan 2005 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 4 Jul 2011)

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.