Date authorised
15 November 2024
Companies House
15554073
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2nd Floor Northgate House
    Upper Borough Walls
    Bath
    Bath And North East Somerset
    BA1 1RG
    UNITED KINGDOM
    Phone
    +441225235998
  • Complaints Contact

    2nd Floor Northgate House
    Upper Borough Walls
    Bath
    Bath And North East Somerset
    BA1 1RG
    UNITED KINGDOM
    Phone
    +441225235998

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

  • 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.

  • Oliver Jack Kingston

    IRN OJK00005

    • Responsible for Insurance Distribution (since 15 Nov 2024)
    • SMF3 Executive Director (since 15 Nov 2024)
  • Victoria Kingston

    IRN VXK00138

    • SMF3 Executive Director (since 20 Jun 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.