Date authorised
1 April 2013
Companies House
06046870
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    XYZ Building (First Floor)
    2 Hardman Boulevard
    Manchester
    M3 3AQ
    UNITED KINGDOM
    Phone
    +4403448443844
  • Complaints Contact

    XYZ Building (1st Floor)
    2 Hardman Boulevard
    Manchester
    M3 3AQ
    UNITED KINGDOM
    Phone
    +4403448443844

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, Retail (Non-Investment Insurance)

  • 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.

  • Martin Peter Schultheiss

    IRN MPS01178

    • SMF1 Chief Executive (since 9 Sep 2025)
    • Responsible for Insurance Distribution (since 3 Sep 2020)
    • SMF3 Executive Director (since 3 Sep 2020)
  • Mathew Gauntlett Shuter

    IRN MGS01110

    • CF2 Non Executive Director (11 Apr 2007 to 1 Oct 2008)
  • Paul Michael Kelly

    IRN PXK00349

    • [FCA CF] Significant management (4 Dec 2023 to 13 Jan 2025)
  • Robert William Everett

    IRN RWE00001

    • CF2 Non Executive Director (7 Oct 2008 to 8 Dec 2019)
    • Responsible for Insurance Mediation (11 Apr 2007 to 7 Oct 2008)
    • CF1 Director (11 Apr 2007 to 7 Oct 2008)
  • Simon David Stevens

    IRN SDS01075

    • Responsible for Insurance Mediation (7 Oct 2008 to 20 Mar 2009)
    • CF1 Director (1 May 2007 to 20 Mar 2009)
    • CF8 Apportionment and Oversight (1 May 2007 to 20 Mar 2009)
  • Simon Julian Taylor

    IRN SJT00014

    • SMF9 Chair of the Governing Body (since 19 Aug 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • SMF1 Chief Executive (19 Jun 2024 to 19 Aug 2025)
    • Responsible for Insurance Mediation (1 Apr 2009 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (11 Apr 2007 to 1 May 2007)
    • CF1 Director (11 Apr 2007 to 8 Dec 2019)
  • Stuart Roger Heath

    IRN SRH01120

    • CF2 Non Executive Director (11 Apr 2007 to 20 Aug 2008)
  • Timothy Harrison

    IRN TXH00227

    • [FCA CF] Significant management (since 9 Dec 2019)
  • William Price

    IRN WXP00116

    • [FCA CF] Significant management (since 26 Feb 2026)

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.