Date authorised
1 April 2013
Companies House
03941392
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    90 Fenchurch Street
    London
    EC3M 4ST
    UNITED KINGDOM
    Phone
    +4402038823088
  • Complaints Contact

    90 Fenchurch Street
    London
    EC3M 4ST
    UNITED KINGDOM
    Phone
    +4402038823088

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • Credit Brokering

  • 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.

  • James Martin Delaney

    IRN JMD01203

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (19 May 2005 to 8 Dec 2019)
  • Lisa Gibbard

    IRN LXG84100

    • SMF9 Chair of the Governing Body (1 Sep 2023 to 18 Mar 2025)
  • Maria Gilbert

    IRN MXG01531

    • CF1 Director (14 Jan 2005 to 26 Feb 2010)
  • Matthew Lawrence Amey

    IRN MLA01045

    • SMF1 Chief Executive (since 26 May 2021)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • SMF3 Executive Director (9 Dec 2019 to 26 May 2021)
    • Responsible for Insurance Mediation (4 Nov 2010 to 30 Sep 2018)
    • CF1 Director (19 May 2005 to 8 Dec 2019)
  • Muhammad Muzammil Shaikh

    IRN MXS00886

    • SMF3 Executive Director (since 3 Jan 2023)
  • Robert James Warner

    IRN RXW00217

    • SMF3 Executive Director (since 25 Jun 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • STOBBS (IP) LTD. (no longer appointed)

    FRN 1008255 · Appointed 8 Mar 2024 · Until 22 Jul 2025

Recent activity

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

No changes recorded yet.