Date authorised
4 July 2017
Companies House
07320330
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Rivergate House
    Blackbrook Park Avenue
    Taunton
    Somerset
    TA1 2PE
    UNITED KINGDOM
    Phone
    +441823625000
  • Complaints Contact

    Rivergate House
    Blackbrook Park Avenue
    Taunton
    Somerset
    TA1 2PE
    UNITED KINGDOM
    Phone
    +441823625000

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

  • 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.

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Ian Wilkinson (no longer appointed)

    FRN 576713 · Appointed 29 Aug 2017 · Until 28 Oct 2024

  • Sigma Protection Ltd (no longer appointed)

    FRN 402834 · Appointed 29 Aug 2017 · Until 29 Nov 2018

  • JMGHCP LTD (no longer appointed)

    FRN 402845 · Appointed 29 Aug 2017 · Until 10 Jul 2018

  • WellMe HealthCare Limited (no longer appointed)

    FRN 581242 · Appointed 25 Aug 2017 · Until 30 May 2022

  • Amanda Fearn (no longer appointed)

    FRN 771894 · Appointed 25 Aug 2017 · Until 10 Mar 2022

  • Lucy Long (no longer appointed)

    FRN 513962 · Appointed 25 Aug 2017 · Until 27 Oct 2025

Recent activity

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

No changes recorded yet.