Date authorised
1 April 2013
Companies House
04611363
Last scraped
2 weeks ago
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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.

  • 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

  • Debt Plan Admin

  • Debt Collection

  • 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.

  • Brian Weir

    IRN BXW01218

    • CF1 Director (14 Jan 2005 to 26 Jul 2016)
    • Responsible for Insurance Mediation (14 Jan 2005 to 26 Jul 2016)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
  • Carole Weir

    IRN CXW01425

    • CF1 Director (14 Jan 2005 to 26 Jul 2016)
  • Duncan Michael Weir

    IRN DMW01147

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Jason McGarry

    IRN JXM01461

    • SMF3 Executive Director (since 3 Oct 2023)
  • John Barnes

    IRN JXB01596

    • SMF3 Executive Director (3 Oct 2023 to 27 Jan 2026)
  • Karen Weir

    IRN KXW01285

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (3 Nov 2016 to 30 Sep 2018)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.