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.

  • Robert Mark Ratcliffe

    IRN RMR01037

    • CF1 Director (26 Feb 2016 to 30 Nov 2016)
    • CF29 Significant management (28 May 2013 to 30 Nov 2016)
  • Robert Matthews

    IRN RXM00516

    • [FCA CF] Manager of certification employee (26 Aug 2024 to 31 Dec 2024)
    • [FCA CF] Significant management (1 Sep 2021 to 31 Dec 2024)
  • Robert Sherwood-Smith

    IRN RXS00039

    • [FCA CF] Significant management (4 Oct 2020 to 28 Feb 2022)
  • Robert Trevor Clews

    IRN RXC00679

    • [FCA CF] Functions requiring qualifications (6 Sep 2023 to 12 Apr 2024)
  • Robert Wilson

    IRN RXW00118

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2025)
  • Roger Craine

    IRN RXC01458

    • CF1 Director (18 Apr 2012 to 4 Oct 2012)
  • Roland Verhaaf

    IRN RXV35085

    • [FCA CF] Significant management (since 1 Mar 2021)
    • [FCA CF] Manager of certification employee (1 Jan 2025 to 8 Oct 2025)
  • Roshan Lachman

    IRN RXL01182

    • [FCA CF] Manager of certification employee (9 Jun 2021 to 1 Sep 2021)
  • Russell Fox

    IRN RXF26377

    • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2021)
  • Russell John Morris

    IRN RXM00923

    • [FCA CF] Functions requiring qualifications (13 Nov 2023 to 30 Jun 2024)

Recent activity

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

No changes recorded yet.