Date authorised
1 April 2013
Companies House
06687940
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

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

  • Investment Advice (no pensions)

    For Commercial, 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, Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Non-investment insurance contracts

  • Stockbroking

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Elwyn Isted

    IRN EXI01022

    • CF1 Director (AR) (since 20 Nov 2025)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (17 Feb 2010 to 30 Sep 2018)
    • CF1 Director (17 Feb 2010 to 8 Dec 2019)
    • CF3 Chief Executive (17 Feb 2010 to 8 Dec 2019)
  • Mervyn Isted

    IRN MXI01098

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF29 Significant management (17 Feb 2010 to 8 Dec 2019)
    • CF1 Director (17 Feb 2010 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.