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.

  • Matthew Heaton

    IRN MXH26374

    • [FCA CF] Significant management (9 Dec 2019 to 31 Oct 2021)
  • Matthew Hilmar Cuhls

    IRN MHC01050

    • SMF9 Chair of the Governing Body (17 Nov 2020 to 30 Jun 2023)
    • SMF1 Chief Executive (9 Dec 2019 to 30 Jun 2023)
    • SMF3 Executive Director (9 Dec 2019 to 30 Jun 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Jun 2023)
    • CF3 Chief Executive (15 Dec 2016 to 8 Dec 2019)
    • CF1 Director (15 Dec 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (15 Dec 2016 to 30 Sep 2018)
    • CF28 Systems and controls (9 Oct 2012 to 18 Feb 2013)
    • CF11 Money Laundering Reporting (18 Apr 2012 to 18 Feb 2013)
  • Matthew King

    IRN MXK00352

    • [FCA CF] Manager of certification employee (30 Apr 2023 to 31 Jul 2024)
  • Matthew Precey

    IRN MNP01037

    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2024)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Jun 2024)
    • CF29 Significant management (6 Jan 2017 to 8 Dec 2019)
  • Maxine Jeckell

    IRN MXJ00079

    • [FCA CF] Manager of certification employee (22 Jul 2024 to 30 Sep 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Jul 2024)
  • Megan Livermore

    IRN MXL00349

    • [FCA CF] Functions requiring qualifications (1 Jan 2022 to 10 Feb 2023)
  • Michael Bean

    IRN MXB26379

    • [FCA CF] Significant management (17 Apr 2025 to 30 Sep 2025)
    • [FCA CF] Manager of certification employee (10 Oct 2023 to 8 Jan 2024)
  • Michael Charles Woodcock

    IRN MCW01126

    • SMF3 Executive Director (9 Dec 2019 to 20 Sep 2022)
    • CF1 Director (4 Oct 2012 to 8 Dec 2019)
  • Michael John Eves

    IRN MJE01147

    • CF2 Non Executive Director (20 Apr 2017 to 28 Jun 2018)
  • Michael John Yardley

    IRN MJY01009

    • SMF9 Chair of the Governing Body (9 Dec 2019 to 23 Jul 2020)
    • CF2 Non Executive Director (1 Oct 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.