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.

  • James Higginbotham

    IRN JXH00762

    • CF1 Director (AR) (since 6 Jan 2025)
    • CF3 Chief Executive (AR) (6 Jan 2025 to 5 Mar 2026)
    • CF2 Non Executive Director (AR) (20 Dec 2024 to 5 Mar 2026)
  • Jeffrey Gillyon

    IRN JXG11025

    • CF2 Non Executive Director (AR) (26 May 2022 to 10 Jun 2025)
  • John Clovis Pagella

    IRN JXP11023

    • CF2 Non Executive Director (AR) (since 23 May 2022)
  • Kristiaan Michael Ward

    IRN KXW12177

    • CF1 Director (AR) (8 Mar 2019 to 15 Feb 2023)
  • Lee Shipley

    IRN LXS00453

    • CF2 Non Executive Director (AR) (28 Oct 2022 to 12 Sep 2024)
  • Liam Gibson

    IRN LXG00275

    • CF2 Non Executive Director (AR) (since 8 Feb 2023)
  • Louis Stuart Freeman

    IRN LXF00178

    • CF2 Non Executive Director (AR) (since 23 Nov 2022)
  • Martin Francis Richards

    IRN MFR01048

    • CF2 Non Executive Director (AR) (since 26 Jun 2023)
    • SMF3 Executive Director (since 6 Apr 2023)
  • Michael Geddes

    IRN MXG02178

    • CF1 Director (AR) (15 Jun 2022 to 20 Mar 2024)
  • Narinder Singh Baryah

    IRN NXB00559

    • CF2 Non Executive Director (AR) (since 9 Dec 2024)

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.