Date authorised
21 November 2017
Companies House
10870527
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Clear Health Floor 1
    Wilson House,
    Lorne Park Road,
    Bournemouth
    Dorset
    BH1 1JN
    UNITED KINGDOM
    Phone
    +441202800396
  • Complaints Contact

    1, Wilson House,
    2 Lorne Park Road,
    Bournemouth
    Dorset
    BH1 1JN
    UNITED KINGDOM
    Phone
    +443334432202

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

  • 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.

  • Amy Malt

    IRN AXM00831

    • SMF3 Executive Director (5 Aug 2021 to 18 Feb 2022)
  • Kevin Philip Dorland

    IRN KPD01026

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF11 Money Laundering Reporting (16 Jul 2019 to 8 Dec 2019)
    • CF1 Director (21 Nov 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (21 Nov 2017 to 30 Sep 2018)
  • Liam Swift

    IRN LXS01900

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (21 Nov 2017 to 8 Dec 2019)
  • William Parkhurst

    IRN WXP01154

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (21 Nov 2017 to 8 Dec 2019)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.