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.

  • Anne Alice Jardine

    IRN AXA00213

    • [FCA CF] Significant management (since 13 Jun 2024)
    • [FCA CF] Manager of certification employee (13 Jun 2024 to 1 Aug 2025)
  • Arlene Cairns

    IRN AXC03050

    • SMF3 Executive Director (since 1 Oct 2024)
    • [FCA CF] Manager of certification employee (1 Jul 2024 to 1 Oct 2024)
  • Barry Lee Halford

    IRN BXH00332

    • [FCA CF] Manager of certification employee (3 Feb 2025 to 31 Oct 2025)
  • Ben Skelsey

    IRN BXS26357

    • [FCA CF] Significant management (9 Dec 2019 to 1 Oct 2024)
  • Benjamin Wilkes

    IRN BXW00251

    • [FCA CF] Functions requiring qualifications (19 Jun 2023 to 30 Jun 2024)
  • Bethany Mayling

    IRN BXM00345

    • [FCA CF] Functions requiring qualifications (6 Dec 2022 to 1 May 2025)
  • Beverley Mary Linkhorn

    IRN BML01047

    • CF29 Significant management (17 Jan 2017 to 7 Mar 2019)
  • Brian Gerard Dunne

    IRN BGD01024

    • CF2 Non Executive Director (17 Aug 2017 to 8 Dec 2019)
  • Brian Richard McPhail

    IRN BRM01063

    • CF29 Significant management (11 Oct 2012 to 24 Nov 2016)
  • Brid Meaney

    IRN BXM00144

    • [FCA CF] Manager of certification employee (2 Oct 2023 to 28 Jan 2026)

Recent activity

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

No changes recorded yet.