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.

  • Leona Taylor

    IRN LXT00065

    • [FCA CF] Significant management (since 9 Jun 2025)
  • Lindsey Norman

    IRN LXN00082

    • [FCA CF] Manager of certification employee (1 Apr 2024 to 2 May 2024)
    • [FCA CF] Functions requiring qualifications (1 Aug 2022 to 1 Jun 2023)
  • Lisa Read

    IRN LXR00057

    • [FCA CF] Functions requiring qualifications (7 Dec 2020 to 28 Feb 2022)
  • Lorraine Sharpe

    IRN LXS26354

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2024)
  • Malachy Magennis

    IRN MXM00342

    • [FCA CF] Significant management (4 May 2021 to 30 Jun 2025)
  • Marc Barrett

    IRN MXB26358

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2025)
  • Margaret Fleur Hobbs

    IRN MFH01022

    • [FCA CF] Significant management (9 Jun 2023 to 31 Mar 2024)
  • Margaret Hassall

    IRN MGH01152

    • Director of firm who is not a certification employee or a SMF manager (27 Mar 2020 to 30 Jun 2023)
  • Maria Lemos

    IRN MXL26389

    • [FCA CF] Significant management (9 Dec 2019 to 1 Sep 2021)
  • Martina Schoning-Braid

    IRN MXS26393

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Oct 2022)

Recent activity

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

No changes recorded yet.