Date authorised
6 July 2022
Companies House
10267458
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    KB House
    Juniper Court
    Scott Drive
    Altrincham
    Greater Manchester
    WA15 8AB
    UNITED KINGDOM
    Phone
    +4408081642888
  • Complaints Contact

    Kb House
    Scott Drive
    Altrincham
    Greater Manchester
    WA15 8AB
    UNITED KINGDOM
    Phone
    +4408081642888

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 Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

  • Arranges Investments

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Matthew Horan

    IRN MXH03068

    • Responsible for Insurance Distribution (since 5 Nov 2025)
    • SMF3 Executive Director (since 6 Jul 2022)
  • Paul Sweeney

    IRN PXS00856

    • SMF3 Executive Director (since 31 Jan 2025)
  • Robert Hazell

    IRN RJH01492

    • Responsible for Insurance Distribution (6 Jul 2022 to 8 Oct 2025)
    • SMF3 Executive Director (6 Jul 2022 to 8 Oct 2025)

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.