Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
1 Redcliff StreetBristolAvonBS1 6TPUNITED KINGDOM- Phone
- +4403330060000
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Complaints Contact
1 Redcliff StreetBristolAvonBS1 6TPUNITED KINGDOM- Phone
- +443330060188
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Mortgage Servicing
For Customer, Regulated mortgage contract
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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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Credit Brokering
Show 1 limitation Hide limitations
- · Limited to introducing employees to a cycle to work scheme
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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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Jason Paul Cropper
IRN JPC01279
- SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
- CF11 Money Laundering Reporting (29 May 2018 to 8 Dec 2019)
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John Bennett Wood
IRN JXW24640
- SMF9 Chair of the Governing Body (since 15 Sep 2020)
- SMF1 Chief Executive (since 15 Sep 2020)
- SMF27 Partner (20 Feb 2020 to 15 Sep 2020)
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John Sheridan
IRN JXS01919
- SMF27 Partner (since 11 May 2023)
- SMF27 Partner (9 Dec 2019 to 21 Dec 2021)
- CF4 Partner (29 May 2018 to 8 Dec 2019)
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Jonathan Christopher Hoey
IRN JCH01260
- SMF27 Partner (since 9 Dec 2019)
- CF4 Partner (29 May 2018 to 8 Dec 2019)
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Jonathan Mark Green
IRN JMG01276
- [FCA CF] Significant management (since 25 Mar 2021)
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Maria Louise Connolly
IRN MLC01106
- SMF27 Partner (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- CF4 Partner (29 May 2018 to 8 Dec 2019)
- Responsible for Insurance Mediation (29 May 2018 to 30 Sep 2018)
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Neil Franklin
IRN NXF00073
- [FCA CF] Significant management (25 Mar 2021 to 24 Mar 2022)
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Richard George Leslie Waller
IRN RGW01120
- CF4 Partner (29 May 2018 to 23 Oct 2019)
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Richard Sherwill Hayllar
IRN RSH01128
- [FCA CF] Significant management (since 25 Mar 2022)
- SMF27 Partner (9 Dec 2019 to 21 Dec 2021)
- CF4 Partner (29 May 2018 to 8 Dec 2019)
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Sarah Vance
IRN SXV00066
- [FCA CF] Significant management (since 25 Mar 2021)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.