Date authorised
1 April 2013
Companies House
01419200
Last scraped
1 day ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2 Cadman Court
    Morley
    Leeds
    West Yorkshire
    LS27 0RX
    UNITED KINGDOM
    Phone
    +4401132523222
  • Complaints Contact

    2 Cadman Court
    Morley
    Leeds
    West Yorkshire
    LS27 0RX
    UNITED KINGDOM
    Phone
    +4401132523222

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

  • Debt Plan Admin

  • Debt Collection

  • 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.

  • Craig Arthur Seed

    IRN CAS01161

    • (8)SMF3 Executive Director (24 Mar 2022 to 4 Apr 2025)
  • David Michael Smith

    IRN DMS00082

    • (3)SMF3 Executive Director (9 Dec 2019 to 17 Jan 2022)
    • (1)Responsible for Insurance Distribution (1 Oct 2018 to 17 Jan 2022)
    • (4)CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • (2)Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • (5)CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • John David Page

    IRN JDP00026

    • (3)Responsible for Insurance Distribution (since 24 Mar 2022)
    • (4)SMF1 Chief Executive (since 24 Mar 2022)
  • Lynsey Brannagan

    IRN LXB00780

    • (2)[FCA CF] CASS oversight function (since 31 Mar 2025)
    • (1)[FCA CF] Significant management (since 31 Mar 2025)
  • Marc Coster

    IRN MXC01347

    • (6)SMF3 Executive Director (17 Jul 2025 to 4 Mar 2026)
  • Paul Anthony Robinson

    IRN PAR00057

    • (14)SMF3 Executive Director (9 Dec 2019 to 17 Jan 2022)
    • (12)Responsible for Insurance Distribution (1 Oct 2018 to 17 Jan 2022)
    • (15)CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • (16)CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • (13)Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Simon Bland

    IRN SXB01897

    • (7)SMF3 Executive Director (4 Apr 2022 to 18 Mar 2026)
  • Tracey Marie Mercer

    IRN TMC01091

    • (9)Responsible for Insurance Distribution (29 Nov 2021 to 25 Feb 2026)
    • (10)SMF3 Executive Director (9 Dec 2019 to 25 Feb 2026)
    • (11)CF1 Director (23 May 2014 to 8 Dec 2019)

Recent activity

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

  1. controlled function added: (3)Responsible for Insurance Distribution

  2. controlled function added: (2)[FCA CF] CASS oversight function

  3. controlled function added: (1)[FCA CF] Significant management

  4. controlled function added: (16)CF1 Director

  5. controlled function added: (15)CF8 Apportionment and Oversight

  6. controlled function added: (14)SMF3 Executive Director

  7. controlled function added: (13)Responsible for Insurance Mediation

  8. controlled function added: (12)Responsible for Insurance Distribution

  9. controlled function added: (11)CF1 Director

  10. controlled function added: (4)SMF1 Chief Executive