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.

  • Thomas Kelly

    IRN TXK00174

    • [FCA CF] Functions requiring qualifications (15 Aug 2022 to 1 Jun 2024)
  • Tim Hodgson

    IRN TXH01455

    • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2021)
    • CF29 Significant management (19 Aug 2014 to 8 Dec 2019)
  • Trevor Edmond Davis

    IRN TED01021

    • Responsible for Insurance Mediation (5 Oct 2016 to 31 Dec 2016)
    • CF1 Director (28 Sep 2012 to 31 Dec 2016)
    • CF3 Chief Executive (28 Sep 2012 to 31 Dec 2016)
  • Vanessa Swanton

    IRN VXS01623

    • [FCA CF] Significant management (since 1 Jun 2025)
  • Victoria Vincent

    IRN VXV88472

    • [FCA CF] Manager of certification employee (1 Mar 2022 to 10 Feb 2023)
    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 1 Mar 2022)
  • Walter Robert Wild

    IRN WRW01012

    • CF1 Director (29 May 2012 to 18 Dec 2015)
  • Wendy Cunningham

    IRN WXC00076

    • [FCA CF] Manager of certification employee (since 29 Apr 2025)
    • [FCA CF] Significant management (since 1 Sep 2021)
  • Wesley Burrage-Jones

    IRN WXB26382

    • [FCA CF] Significant management (9 Dec 2019 to 23 Jul 2020)
  • Will Swift

    IRN WXS56200

    • [FCA CF] Significant management (since 1 Jan 2023)
    • Director of firm who is not a certification employee or a SMF manager (19 Mar 2021 to 30 Nov 2021)
  • Yvonne Collins

    IRN YXC01170

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 29 Sep 2022)

Recent activity

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

No changes recorded yet.