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.

  • Jenna Burford

    IRN JXB01099

    • [FCA CF] Functions requiring qualifications (1 Apr 2022 to 30 Jun 2024)
  • Jeremy Straker

    IRN JXS26384

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

    IRN JXB03778

    • [FCA CF] Significant management (8 May 2024 to 31 Mar 2026)
  • Joan Eliaika Boyle

    IRN JXB26400

    • [FCA CF] Significant management (9 Dec 2019 to 1 Mar 2021)
  • Joanna Parker

    IRN JXP36933

    • [FCA CF] Manager of certification employee (1 Nov 2024 to 31 Jul 2025)
    • [FCA CF] Significant management (3 Jul 2023 to 31 Jul 2025)
  • Joanne Szulikowski

    IRN JXS26355

    • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2021)
  • Joe Cooper

    IRN JXC26391

    • [FCA CF] Manager of certification employee (1 Jun 2022 to 1 Jul 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2020)
  • John Varns

    IRN JXV26361

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

    IRN JXW00878

    • [FCA CF] Significant management (1 May 2023 to 30 Sep 2025)
  • Jon Whitaker

    IRN JGW01098

    • [FCA CF] Significant management (9 Dec 2019 to 30 Sep 2020)
    • CF29 Significant management (1 Jan 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.