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.

  • Michael Norris Urmston

    IRN MNU01003

    • CF2 Non Executive Director (28 May 2013 to 18 Dec 2015)
  • Michelle Aston

    IRN MXA00849

    • [FCA CF] Significant management (1 May 2023 to 30 Sep 2025)
  • Neil Allerton

    IRN NXA26392

    • [FCA CF] Significant management (9 Dec 2019 to 2 Oct 2020)
  • Nicholas Heaver

    IRN NXH00189

    • [FCA CF] Functions requiring qualifications (1 Apr 2021 to 31 Aug 2021)
  • Nicholas John Preston

    IRN NJP01179

    • [FCA CF] Significant management (9 Dec 2019 to 22 Jul 2020)
    • CF28 Systems and controls (18 Oct 2019 to 8 Dec 2019)
  • Nicolaos Andreas Nicandrou

    IRN NAN01013

    • [FCA CF] Manager of certification employee (1 Feb 2025 to 9 Feb 2026)
  • Oliver Glasspoole

    IRN OXG00006

    • [FCA CF] Functions requiring qualifications (17 Sep 2020 to 31 Mar 2024)
  • PHILIP EDWARD SHAW

    IRN PES01098

    • CF1 Director (4 Apr 2013 to 30 Nov 2016)
  • Paul Donaldson

    IRN PXD26375

    • [FCA CF] Significant management (9 Dec 2019 to 30 Sep 2025)
  • Paul Parsons

    IRN PJP01037

    • [FCA CF] Significant management (9 Dec 2019 to 15 Apr 2024)

Recent activity

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

No changes recorded yet.