Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
18-20 Moredon RoadSwindonWiltsSN25 3DGUNITED KINGDOM- Phone
- +4401793978051
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Complaints Contact
50 Tiverton RoadSwindonSwindonSN2 1ASUNITED KINGDOM- Phone
- +4401793978051
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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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.
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Lloyd Russell Davis
IRN LDD01014
- SMF27 Partner (9 Dec 2019 to 1 Nov 2024)
- Responsible for Insurance Distribution (1 Oct 2018 to 1 Nov 2024)
- Responsible for Insurance Mediation (23 Aug 2007 to 30 Sep 2018)
- CF8 Apportionment and Oversight (23 Aug 2007 to 31 Mar 2009)
- CF4 Partner (23 Aug 2007 to 8 Dec 2019)
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Sydney Ian Jackson
IRN SIJ00006
- SMF27 Partner (since 9 Dec 2019)
- CF4 Partner (23 Aug 2007 to 8 Dec 2019)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.