Date authorised
1 April 2013
Companies House
03874789
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    St Davids Court
    Union Street
    Wolverhampton
    West Midlands
    WV1 3JE
    UNITED KINGDOM
    Phone
    +440800281235
  • Complaints Contact

    Ground Floor
    2 The Embankment
    Sovereign Street
    Leeds
    LS1 4BA
    UNITED KINGDOM
    Phone
    +4407551170271

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Commercial, Non-investment insurance contracts

  • 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, Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Non-investment insurance contracts

  • Credit Brokering

    Show 1 limitation
    • · Limited to Credit Broking which is provided in connection with non-investment insurance contracts
  • Stockbroking

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adrian Colosso

    IRN AXC01715

    • SMF9 Chair of the Governing Body (since 8 May 2025)
  • Alexandra Jane Coleman

    IRN AJC01525

    • SMF3 Executive Director (since 9 May 2025)
  • Andrew James Baxter

    IRN AXB04592

    • [FCA CF] Significant management (since 27 Nov 2025)
  • Barry Russel Lloyd

    IRN BXL00256

    • [FCA CF] Significant management (since 27 Nov 2025)
  • Barry Wesley Cooper

    IRN BWC00005

    • CF1 Director (14 Jan 2005 to 5 May 2005)
  • Belinda Jane Bagnall

    IRN BJT01060

    • CF1 Director (AR) (21 Apr 2021 to 7 Feb 2023)
    • SMF3 Executive Director (9 Dec 2019 to 2 Jul 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 2 Jul 2025)
    • Responsible for Insurance Mediation (18 Jun 2013 to 30 Sep 2018)
    • CF28 Systems and controls (1 Nov 2007 to 20 Mar 2013)
    • CF15 Internal Audit (14 Jan 2005 to 31 Oct 2007)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Carlo Marelli

    IRN CDM01086

    • SMF3 Executive Director (since 22 Feb 2025)
  • Catherine Maria Donoghue

    IRN CXD00638

    • [FCA CF] Significant management (since 27 Nov 2025)
  • Christopher Lynn Dello

    IRN CXD07235

    • CF1 Director (AR) (13 Oct 2018 to 22 Mar 2021)
  • David Alan Hampton

    IRN DAH01293

    • CF2 Non Executive Director (23 Oct 2012 to 9 Apr 2015)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.