Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
5 George StreetBanburyOxfordshireOX16 5BHUNITED KINGDOM- Phone
- +441295264181
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Complaints Contact
5 George StreetBanburyOxfordshireOX16 5BHUNITED KINGDOM- Phone
- +441295264181
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Debt Plan Admin
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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.
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Marc Michael Lovatt
IRN MML01057
- Responsible for Insurance Distribution (since 29 Aug 2024)
- SMF27 Partner (since 29 Aug 2024)
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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.