Date authorised
30 April 2021
Companies House
11947331
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    40 Broad Street
    Staple Hill
    Bristol
    BS16 5NS
    UNITED KINGDOM
    Phone
    +4407903326963
  • Complaints Contact

    40 Broad Street
    Staple Hill
    Bristol
    BS16 5NS
    UNITED KINGDOM
    Phone
    +4407903326963

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

  • 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

  • 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.

  • Emily Kenna

    IRN EXK14913

    • Responsible for Insurance Distribution (since 30 Apr 2021)
    • SMF3 Executive Director (since 30 Apr 2021)
  • Steven Kenna

    IRN SXK74402

    • SMF3 Executive Director (since 30 Apr 2021)

Recent activity

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

No changes recorded yet.