Date authorised
1 April 2013
Companies House
NI032529
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    S E R E
    7-13 Boucher Road
    Belfast
    Northern Ireland
    BT12 6HR
    UNITED KINGDOM
    Phone
    +442890385304
  • Complaints Contact

    S E R E
    7-13 Boucher Road
    Belfast
    Northern Ireland
    BT12 6HR
    UNITED KINGDOM
    Phone
    +442890385304

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

    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 Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the administration of debt management plans. In this limitation debt management plans are defined as: "a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders".
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are defined as: "a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders".
  • 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.

  • Lesley Ann Cunnah

    IRN LAC01063

    • CF1 Director (14 Jan 2005 to 1 Jul 2013)
    • Responsible for Insurance Mediation (14 Jan 2005 to 1 Jul 2013)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
  • Stanley Edgar

    IRN SXE01380

    • [PRA CF] Key function holder (since 1 Jan 2021)
    • [FCA CF] Significant management (since 1 Jan 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF8 Apportionment and Oversight (26 Feb 2014 to 8 Dec 2019)
    • Responsible for Insurance Mediation (26 Feb 2014 to 30 Sep 2018)
    • CF1 Director (26 Feb 2014 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.