Date authorised
1 June 2021
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    5 George Street
    Banbury
    Oxfordshire
    OX16 5BH
    UNITED KINGDOM
    Phone
    +441295264181
  • Complaints Contact

    5 George Street
    Banbury
    Oxfordshire
    OX16 5BH
    UNITED KINGDOM
    Phone
    +441295264181

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

    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

  • 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.

  • Marc Michael Lovatt

    IRN MML01057

    • Responsible for Insurance Distribution (since 29 Aug 2024)
    • SMF27 Partner (since 29 Aug 2024)
  • Michael Ronald Lovatt

    IRN MRL01087

    • SMF27 Partner (since 29 Aug 2024)
    • Responsible for Insurance Distribution (20 Jan 2022 to 9 Sep 2024)
    • SMF3 Executive Director (1 Jun 2021 to 9 Sep 2024)

Recent activity

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

No changes recorded yet.