Date authorised
17 April 2015
Companies House
06569098
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Pacific House
    Imperial Way
    Reading
    Berkshire
    RG2 0TD
    UNITED KINGDOM
    Phone
    +441189205130
  • Complaints Contact

    Pacific House
    Imperial Way
    Reading
    Berkshire
    RG2 0TD
    UNITED KINGDOM
    Phone
    +441189205130

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

  • Arranges Investments

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

  • Credit Brokering

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity
  • Debt Plan Admin

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • 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.

  • James O'Malley

    IRN JXO01447

    • SMF1 Chief Executive (22 Dec 2023 to 20 Dec 2024)
    • CF1 Director (AR) (12 Jul 2022 to 5 Jan 2024)
    • SMF3 Executive Director (9 Dec 2019 to 20 Dec 2024)
    • CF1 Director (1 Feb 2016 to 8 Dec 2019)
  • Jennifer Louise O'Malley

    IRN JLO01022

    • CF1 Director (AR) (31 Aug 2016 to 1 Dec 2020)
  • John Charles Neville Lloyd

    IRN JXL00512

    • CF1 Director (AR) (since 14 Apr 2022)
  • John Joachim Hazlett

    IRN JJH01162

    • CF1 Director (AR) (since 20 May 2021)
  • Kyle Francis Green

    IRN KFG01016

    • CF1 Director (AR) (22 Jun 2016 to 20 May 2022)
  • Landon Jules Acres

    IRN LXA27870

    • CF1 Director (AR) (29 Jan 2020 to 10 Jan 2023)
  • Lewis James Basterfield

    IRN LXB14762

    • CF1 Director (AR) (since 9 May 2019)
  • Luke Toby Furneaux

    IRN LXF00151

    • CF1 Director (AR) (30 Mar 2022 to 31 Jul 2023)
  • Mark Andrew Tongue

    IRN MAT01194

    • SMF1 Chief Executive (since 22 Dec 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (20 Jun 2022 to 5 Jan 2024)
    • Responsible for Insurance Mediation (1 Feb 2016 to 30 Sep 2018)
    • CF1 Director (1 Feb 2016 to 8 Dec 2019)
  • Mark Ferris

    IRN MXF01960

    • CF1 Director (AR) (since 11 Jan 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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