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

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    18-20 Moredon Road
    Swindon
    Wilts
    SN25 3DG
    UNITED KINGDOM
    Phone
    +4401793978051
  • Complaints Contact

    50 Tiverton Road
    Swindon
    Swindon
    SN2 1AS
    UNITED KINGDOM
    Phone
    +4401793978051

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.

  • 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)
  • 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.