Date authorised
1 April 2013
Companies House
07860886
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Windsor House
    Telford Centre
    Telford
    Shropshire
    TF3 4NB
    UNITED KINGDOM
    Phone
    +4408000731777
  • 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.

  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, 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, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.
  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Trades With You Directly

    For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.
  • Debt Plan Admin

  • Runs Personal Pensions

    For Professional, Retail (Investment), Personal pension scheme

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

  • Ahmed Adam

    IRN AXA26388

    • [FCA CF] Significant management (9 Dec 2019 to 1 Sep 2021)
  • Alexandra Helen Zoe Shapiro

    IRN AHS01099

    • [FCA CF] Manager of certification employee (3 Apr 2023 to 3 Dec 2024)
  • Alison McEwen

    IRN AXM26353

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
  • Allard Walker

    IRN AXW56202

    • [FCA CF] Manager of certification employee (3 Mar 2025 to 22 Aug 2025)
  • Allison Courtney

    IRN AXC02505

    • CF29 Significant management (1 Oct 2012 to 18 Jul 2014)
  • Amanda Barnes

    IRN AXB00366

    • [FCA CF] Manager of certification employee (1 Sep 2021 to 30 Sep 2025)
    • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 31 Aug 2021)
  • Amanda Helen Bowe

    IRN AHB01095

    • Director of firm who is not a certification employee or a SMF manager (23 Jul 2020 to 24 Jul 2020)
  • Amy Madden

    IRN AXM02142

    • [FCA CF] Manager of certification employee (1 Jul 2025 to 30 Sep 2025)
  • Andrew Bird

    IRN AXB06765

    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 26 Apr 2022)
    • CF11 Money Laundering Reporting (15 Oct 2018 to 8 Dec 2019)
  • Andrew David Briggs

    IRN ADB01086

    • [FCA CF] Manager of certification employee (since 30 Sep 2025)

Recent activity

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

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