Date authorised
1 April 2013
Companies House
04998729
Last scraped
2 weeks ago
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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.

  • John Downing

    IRN JXD00305

    • [FCA CF] Significant management (since 20 Feb 2025)
  • John Francis Muirhead

    IRN JFM00028

    • CF30 Customer (1 Nov 2007 to 1 Aug 2014)
    • CF21 Investment Adviser (1 Sep 2006 to 31 Oct 2007)
  • Kirsty Louise Wainwright-Noble

    IRN KXW00398

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Marcus John Joseph Reynolds Golby

    IRN MJG01325

    • [FCA CF] Significant management (20 Feb 2025 to 31 Dec 2025)
  • Matthew Alastair Nile

    IRN MAN01079

    • SMF3 Executive Director (9 Dec 2019 to 19 May 2025)
    • CF1 Director (6 Jul 2010 to 8 Dec 2019)
  • Mehboob Patel

    IRN MXP00300

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Penelope Jane Bishop

    IRN PXB01872

    • [FCA CF] Significant management (since 20 Feb 2025)
  • Philip Spencer Bayles

    IRN PSB01106

    • SMF3 Executive Director (since 9 Jan 2026)
    • Responsible for Insurance Distribution (since 9 Jan 2026)
    • SMF1 Chief Executive (since 9 Jan 2026)
    • [FCA CF] Significant management (20 Feb 2025 to 9 Jan 2026)
  • Richard John Tuplin

    IRN RJT01178

    • SMF3 Executive Director (11 Apr 2025 to 3 Dec 2025)
    • SMF1 Chief Executive (11 Apr 2025 to 3 Dec 2025)
    • Responsible for Insurance Distribution (11 Apr 2025 to 3 Dec 2025)
  • Samuel John Patrick Ashby

    IRN SXA00780

    • [FCA CF] Significant management (20 Feb 2025 to 10 Feb 2026)

Recent activity

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

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