Balens Limited

• Principal Place of Business

  Bridge House

  Portland Road

  Malvern

  Worcestershire

  WR14 2TA

  UNITED KINGDOM

  Phone

  +4401684893006

  Web

  https://www.balens.co.uk

• Complaints Contact

  PIB Group

  Southgate House

  Southgate Street

  Gloucester

  Gloucestershire

  GL1 1UB

  UNITED KINGDOM

  Phone

  +4401684893006

• Investment Advice (no pensions)

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

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · Debt administration, limited to taking steps to perform duties or to exercise or to enforce rights under credit agreements for the payment of insurance premiums (where ‘premiums’ has the meaning defined in the FCA Handbook glossary

• Investment Setup

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

• Jonathan Alan Balmforth

  IRN JAB01500

  • CF4 Partner (AR) (15 Sep 2010 to 24 Feb 2026)
• Joseph Balen

  IRN JXB02659

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 24 Mar 2023)
  • SMF3 Executive Director (9 Dec 2019 to 18 May 2023)
  • Responsible for Insurance Distribution (1 Oct 2018 to 26 Jan 2023)
  • Responsible for Insurance Mediation (19 Sep 2018 to 30 Sep 2018)
  • CF28 Systems and controls (19 Sep 2018 to 5 Aug 2019)
  • CF11 Money Laundering Reporting (7 Jan 2016 to 8 Dec 2019)
  • CF1 Director (30 Jan 2012 to 8 Dec 2019)
  • CF29 Significant management (9 Nov 2010 to 31 Jan 2012)
• Joshua Michael Balen

  IRN JMB01500

  • [FCA CF] Significant management (18 Aug 2023 to 8 Aug 2025)
  • SMF3 Executive Director (9 Dec 2019 to 17 Aug 2023)
  • CF28 Systems and controls (1 Oct 2018 to 5 Aug 2019)
  • CF1 Director (16 Jan 2015 to 8 Dec 2019)
• Julie Ann Speed

  IRN JAS01470

  • CF1 Director (AR) (29 Apr 2013 to 31 May 2013)
  • CF5 Director of Unincorporated Association (AR) (29 Dec 2010 to 29 Apr 2013)
• Karin Mont

  IRN KXM01496

  • CF1 Director (AR) (7 Mar 2006 to 18 Aug 2013)
  • CF5 Director of Unincorporated Association (AR) (5 Dec 2005 to 7 Mar 2006)
• Lesley Isobel Blair

  IRN LXB12128

  • CF1 Director (AR) (since 6 Mar 2019)
• Luke Everall

  IRN LXE00042

  • [FCA CF] Significant management (12 May 2023 to 12 Nov 2024)
• Matthew Richard Schofield

  IRN MXS00449

  • SMF3 Executive Director (6 Sep 2024 to 29 Sep 2025)
• Maxine Allen

  IRN MXA00288

  • [FCA CF] Significant management (12 May 2023 to 12 Nov 2024)
• Michael Steven Hudson

  IRN MXH01247

  • Responsible for Insurance Distribution (since 7 Apr 2025)
  • SMF1 Chief Executive (since 7 Apr 2025)

• The International Institute of Reflexology (no longer appointed)

  FRN 524113 · Appointed 17 May 2010 · Until 30 Jan 2023

• The British Holistic Medical Association (no longer appointed)

  FRN 522441 · Appointed 19 Apr 2010 · Until 9 Jul 2021

• The British Medical Acupuncture Society (no longer appointed)

  FRN 520766 · Appointed 19 Mar 2010 · Until 24 Jan 2023

• The Academy of Clinical & Medical Hypnosis Ltd (no longer appointed)

  FRN 517584 · Appointed 8 Feb 2010 · Until 29 Jun 2021

• Federation of Nutritional Therapy Practitioners (no longer appointed)

  FRN 516110 · Appointed 12 Jan 2010 · Until 30 Jan 2023

• I4G LLP (no longer appointed)

  FRN 511647 · Appointed 3 Nov 2009 · Until 24 Feb 2026

• Professional Hypnotherapy Practitioners Association (no longer appointed)

  FRN 507176 · Appointed 21 Sep 2009 · Until 16 Apr 2012

• The Irish Register of Herbalists (no longer appointed)

  FRN 505329 · Appointed 20 Aug 2009 · Until 19 Apr 2017

• The Oxford School of Massage and Natural Therapies Limited (no longer appointed)

  FRN 504373 · Appointed 31 Jul 2009 · Until 8 Feb 2021

• National Association of Massage Manipulative Therapists Limited (no longer appointed)

  FRN 503436 · Appointed 9 Jul 2009 · Until 20 Jan 2023

No changes recorded yet.