Date authorised
2 July 2018
Companies House
10691863
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    7-9 Church Road
    Lytham
    Lytham St. Annes
    Lancashire
    FY8 5LH
    UNITED KINGDOM
    Phone
    +4401253739789
  • Complaints Contact

    7-9 Church Road
    Lytham
    Lytham St. Annes
    Lancashire
    FY8 5LH
    UNITED KINGDOM
    Phone
    +4401253739789

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.

  • Timothy Ian McClure

    IRN TXM00548

    • CF2 Non Executive Director (AR) (since 16 Apr 2024)
  • Timothy James John Forshaw

    IRN TJF01091

    • SMF1 Chief Executive (since 1 May 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (3 Dec 2021 to 19 Apr 2023)
    • Responsible for Insurance Mediation (2 Jul 2018 to 30 Sep 2018)
    • CF1 Director (2 Jul 2018 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.