Date authorised
1 April 2013
Companies House
04998729
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 Southview House
    St Austell Enterprise Park
    Treverbyn Road
    Carclaze
    St. Austell
    Cornwall
    PL25 4EJ
    UNITED KINGDOM
    Phone
    +441726871144
  • Complaints Contact

    6 Bevis Marks
    London
    EC3A 7BA
    UNITED KINGDOM
    Phone
    +442080757971

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

  • Authorised to Operate

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • 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.

  • Angela Bunker

    IRN AXB01284

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Angela Fergusson

    IRN AXF00647

    • [FCA CF] Significant management (since 3 Oct 2025)
  • Bari William Irving-Phillips

    IRN BXI00026

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Christopher Stephen Brady

    IRN CSB01072

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Claire Bernadette Hunt

    IRN CXH00258

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Gareth Glyn Rowett

    IRN GXR00304

    • SMF3 Executive Director (10 Jun 2024 to 19 May 2025)
  • Genna Rachael O'Connell

    IRN GXO00056

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Gordon Glyn Rowett

    IRN GGR00006

    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 19 May 2025)
    • SMF3 Executive Director (9 Dec 2019 to 19 May 2025)
    • SMF16 Compliance Oversight (9 Dec 2019 to 19 May 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 19 May 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Sep 2006 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (1 Sep 2006 to 31 Mar 2009)
    • Responsible for Insurance Mediation (1 Sep 2006 to 30 Sep 2018)
    • CF1 Director (1 Sep 2006 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Sep 2006 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Sep 2006 to 31 Oct 2007)
  • James Yeandle

    IRN JXY00037

    • SMF3 Executive Director (since 9 Apr 2025)
  • Jason Townsend

    IRN JXT02048

    • [FCA CF] Significant management (since 1 Apr 2026)

Recent activity

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

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