Date authorised
12 January 2015
Companies House
08766959
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Courtyard
    Earl Road
    Cheadle Hulme
    Cheadle
    Stockport
    Cheshire East
    SK8 6GN
    UNITED KINGDOM
    Phone
    +441614881100
  • Complaints Contact

    10th Floor
    2 Minster Court
    London
    EC3R 7BB
    UNITED KINGDOM
    Phone
    +442079777888

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

  • 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.

  • David Allori

    IRN DXA01486

    • Responsible for Insurance Distribution (since 17 Apr 2026)
    • SMF3 Executive Director (since 17 Apr 2026)
  • Nigel Patrick Smith

    IRN NPS01045

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (12 Jan 2015 to 30 Sep 2018)
    • CF1 Director (12 Jan 2015 to 8 Dec 2019)
  • Oliver Matthew Grieve

    IRN OXG16462

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (30 Jul 2019 to 8 Dec 2019)
  • Sheila Sanders

    IRN SXS00430

    • [PRA CF] Key function holder (since 5 Mar 2021)

Recent activity

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

No changes recorded yet.