Date authorised
1 April 2013
Companies House
00116175
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Hare Park House
    Yelverton Business Park
    Yelverton
    Devon
    PL20 7LS
    UNITED KINGDOM
    Phone
    +441822855555
  • Complaints Contact

    Hare Park House
    Yelverton Business Park
    Yelverton
    PL20 7LS
    UNITED KINGDOM
    Phone
    +4401822855555

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

  • Debt Plan Admin

  • 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.

  • Robin Keith Taylor

    IRN RKT01021

    • CF1 Director (14 Jan 2005 to 16 Jun 2006)
  • Simon Dawe

    IRN SXD07779

    • Responsible for Insurance Distribution (since 13 Jan 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (12 Nov 2018 to 8 Dec 2019)
  • Stephen John Smith

    IRN SJS01255

    • CF1 Director (14 Jan 2005 to 31 Jul 2012)

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.