Date authorised
1 March 2017
Companies House
10254155
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3rd Floor
    1 Ashley Road
    Altrincham
    Trafford
    WA14 2DT
    UNITED KINGDOM
    Phone
    +447871347691
  • Complaints Contact

    Oakwood Corporate Services Ltd
    1 Ashley Road
    Altrincham
    Trafford
    WA14 2DT
    UNITED KINGDOM
    Phone
    +447871347691

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

  • 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.

  • Andrew Dominic Boldt

    IRN ADB01188

    • SMF3 Executive Director (9 Dec 2019 to 2 Dec 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 2 Dec 2024)
    • CF1 Director (1 Mar 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Mar 2017 to 30 Sep 2018)
  • Chloe Lorusso

    IRN CXL00523

    • SMF3 Executive Director (since 17 Jan 2025)
  • Humphrey John Edward Bowles

    IRN HJB01085

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (1 Mar 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.