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.

  • Steve Shore

    IRN SPS01153

    • CF29 Significant management (1 Mar 2013 to 21 Oct 2019)
  • Stuart Hardy

    IRN SXH26383

    • [FCA CF] Significant management (9 Dec 2019 to 5 Jul 2024)
  • Stuart James Turner

    IRN SJT01140

    • [FCA CF] Manager of certification employee (since 1 Sep 2025)
  • Stuart Wilkinson

    IRN SAW01261

    • [FCA CF] Significant management (9 Dec 2019 to 1 Jan 2022)
  • Sunnia Hundal

    IRN SXH00911

    • [FCA CF] Significant management (3 Jan 2023 to 7 May 2024)
  • Susan Bishop

    IRN SXB29052

    • [FCA CF] Significant management (9 Dec 2019 to 31 Aug 2021)
  • Suzanne Newport

    IRN SXN86324

    • [FCA CF] Significant management (4 Apr 2020 to 4 May 2021)
  • Tamar Hughes

    IRN TXH00215

    • [FCA CF] Significant management (1 Sep 2021 to 14 Feb 2025)
  • Tania Walters

    IRN TXW00222

    • [FCA CF] Functions requiring qualifications (1 Sep 2022 to 2 Jul 2023)
  • Tanya Mellor

    IRN TXM00684

    • [FCA CF] Significant management (since 21 Aug 2025)

Recent activity

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

No changes recorded yet.