Date authorised
1 April 2013
Companies House
01363932
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Windsor House
    Telford Centre
    England
    Shropshire
    TF3 4NB
    UNITED KINGDOM
    Phone
    +448000731777
  • Complaints Contact

    10 Brindleyplace
    Birmingham
    B1 2JB
    UNITED KINGDOM
    Phone
    +442045596005

What this firm is allowed to do

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

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Manages Insurance Policies

    For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

  • Stockbroking

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Spread Bet

    Show 2 limitations
    • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Issues Insurance

    For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

  • Runs Personal Pensions

  • Investment Setup

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Holds Your Assets

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Damian Paul Cheater

    IRN DPC01105

    • [FCA CF] Material risk taker (since 4 Aug 2025)
    • [FCA CF] Significant management (since 1 Jan 2025)
    • [FCA CF] Client dealing (since 1 Jan 2025)
    • [FCA CF] Manager of certification employee (since 1 Jan 2025)
  • Damien Webber

    IRN DXW70383

    • [FCA CF] Significant management (1 Mar 2021 to 27 Oct 2021)
    • [PRA CF] Key function holder (1 Mar 2020 to 28 Feb 2021)
  • Damon Girling

    IRN DXG26365

    • [FCA CF] Significant management (1 Mar 2021 to 25 Jun 2024)
    • [PRA CF] Key function holder (1 Jan 2020 to 28 Feb 2021)
  • Daniel Robert Parnham

    IRN DXP35332

    • [FCA CF] Manager of certification employee (1 May 2019 to 31 Dec 2019)
  • Daniel Whitmarsh

    IRN DXW77318

    • [FCA CF] Functions requiring qualifications (18 Dec 2018 to 1 Apr 2022)
  • Danusza Maria Caminow

    IRN DMC01221

    • SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 25 Jun 2018)
    • CF2 Non Executive Director (11 Feb 2013 to 6 Mar 2016)
  • Darren William John Sharkey

    IRN DWS01044

    • SIMF2 Chief Finance Function (7 Mar 2016 to 15 Jan 2018)
    • CF1 Director (30 Mar 2011 to 6 Mar 2016)
  • David Beyer

    IRN DXB26368

    • [FCA CF] Manager of certification employee (1 Sep 2021 to 30 Jun 2023)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2023)
  • David Brayley

    IRN DXB54437

    • [FCA CF] Significant management (since 26 Apr 2023)
    • [FCA CF] Material risk taker (1 Oct 2020 to 16 Dec 2021)
    • [PRA CF] Key function holder (1 Jan 2020 to 2 Jan 2020)
  • David Bristow

    IRN DXB32169

    • [FCA CF] Client dealing (1 Feb 2022 to 2 Feb 2022)

Recent activity

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

No changes recorded yet.