Date authorised
1 April 2013
Companies House
01285024
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Grove
    Mill Lane
    Wheelock
    Sandbach
    Cheshire
    CW11 4RD
    UNITED KINGDOM
    Phone
    +4401270758070
  • Complaints Contact

    6 Bevis Marks
    London
    EC3A 7BA
    UNITED KINGDOM
    Phone
    +442080757971

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.

  • Allen James Simpson

    IRN AJS01631

    • SMF3 Executive Director (9 Dec 2019 to 13 May 2025)
    • CF1 Director (24 Nov 2016 to 8 Dec 2019)
    • CF29 Significant management (1 Apr 2010 to 6 Dec 2019)
    • Responsible for Insurance Mediation (1 Apr 2010 to 7 Jul 2014)
  • Angela Bunker

    IRN AXB01284

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Angela Fergusson

    IRN AXF00647

    • [FCA CF] Significant management (since 3 Oct 2025)
  • Bari William Irving-Phillips

    IRN BXI00026

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Christopher Stephen Brady

    IRN CSB01072

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Claire Bernadette Hunt

    IRN CXH00258

    • [FCA CF] Significant management (since 20 Feb 2025)
  • David Phillip Burgess

    IRN DPB01150

    • Responsible for Insurance Mediation (8 May 2014 to 7 Jul 2014)
  • Gareth John Davies

    IRN GJD01080

    • CF29 Significant management (1 Nov 2007 to 4 Jan 2008)
    • CF8 Apportionment and Oversight (20 Jun 2006 to 4 Jan 2008)
    • CF17 Significant Mgt (Other Business Operations) (20 Jun 2006 to 31 Oct 2007)
  • Genna Rachael O'Connell

    IRN GXO00056

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Ian Malcolm Bridge

    IRN IMB01068

    • CF29 Significant management (1 Nov 2007 to 17 Apr 2008)
    • CF1 Director (7 Dec 2005 to 17 Apr 2008)
    • CF17 Significant Mgt (Other Business Operations) (7 Dec 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.