Date authorised
1 April 2013
Companies House
00941718
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    34-35 Comberton Hill
    Kidderminster
    Worcestershire
    DY10 1QN
    UNITED KINGDOM
    Phone
    +4401562751003
  • Complaints Contact

    34-35 Comberton Hill
    Kidderminster
    Worcestershire
    DY10 1QN
    UNITED KINGDOM
    Phone
    +4401562751003

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Plan Admin

  • Debt Collection

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Lynnette Joy Newey

    IRN LJN01020

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • MATTHEW ROBERT SMITH

    IRN MXS05393

    • SMF3 Executive Director (since 1 Dec 2025)
    • Responsible for Insurance Distribution (since 1 Dec 2025)
  • Robert Arthur Davies

    IRN RAD01097

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF3 Chief Executive (14 Jan 2005 to 8 Dec 2019)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • William John Mason

    IRN WJM01072

    • CF1 Director (14 Jan 2005 to 24 Jun 2008)
  • ZEHRA JOANNE ROBERTS

    IRN ZXR00047

    • SMF3 Executive Director (since 1 Dec 2025)
    • Responsible for Insurance Distribution (since 1 Dec 2025)

Recent activity

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

No changes recorded yet.