Date authorised
3 August 2023
Companies House
13806758
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Cheadle Place
    Stockport Road
    Cheadle
    Cheshire
    SK8 2JX
    UNITED KINGDOM
    Phone
    +4403455280262
  • Complaints Contact

    Cheadle Place
    Stockport Road
    Cheadle
    Cheshire
    SK8 2JX
    UNITED KINGDOM
    Phone
    +4403455280262

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.

  • Karen Hogg

    IRN KXH01609

    • Responsible for Insurance Distribution (since 3 Aug 2023)
    • SMF3 Executive Director (since 3 Aug 2023)
  • Samantha Anne White

    IRN SAW01173

    • SMF1 Chief Executive (since 3 Aug 2023)

Recent activity

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

No changes recorded yet.