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.

  • Carl Donaldson

    IRN CXD00557

    • [FCA CF] Functions requiring qualifications (24 Jun 2024 to 30 Jun 2024)
  • Catherine Cantrill

    IRN CXC00448

    • [FCA CF] Functions requiring qualifications (10 Nov 2021 to 30 Jun 2024)
  • Catherine Keeble

    IRN CXK00268

    • [FCA CF] Significant management (16 Apr 2024 to 30 Sep 2025)
  • Charanjit Samrai

    IRN CXS26387

    • [FCA CF] Significant management (28 Apr 2021 to 8 Oct 2025)
  • Christian Hill

    IRN CXH26369

    • [FCA CF] Manager of certification employee (1 Sep 2021 to 31 Oct 2021)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Oct 2021)
  • Christopher Hatchard

    IRN CXH26378

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Jun 2021)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Sep 2025)
  • Christopher Whiting

    IRN CXW00104

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2021)
  • Christopher Yardley

    IRN CXY00015

    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2024)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Jun 2024)
  • Claire Cochrane

    IRN CXC26367

    • [FCA CF] Manager of certification employee (1 Sep 2021 to 30 Jun 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2024)
  • Claire Molland

    IRN CXS88473

    • [FCA CF] Significant management (19 May 2025 to 12 Sep 2025)
    • [FCA CF] Manager of certification employee (1 Aug 2023 to 25 Jun 2024)

Recent activity

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

No changes recorded yet.