Balens Limited

Date authorised
1 April 2013
Companies House
04931050
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

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

    Show 1 limitation
    • · 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Charles Anthony Edward Burgess

    IRN CAB01148

    • SMF3 Executive Director (10 Nov 2023 to 31 Mar 2026)
    • SMF9 Chair of the Governing Body (10 Nov 2023 to 31 Mar 2026)
  • David Edward Horton

    IRN DEH01084

    • CF1 Director (AR) (6 Feb 2006 to 30 Jun 2016)
  • David Edwin Balen

    IRN DEB00024

    • SMF9 Chair of the Governing Body (20 Oct 2020 to 4 May 2023)
    • SMF3 Executive Director (9 Dec 2019 to 1 Aug 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Oct 2018)
    • CF28 Systems and controls (29 Dec 2015 to 22 Sep 2018)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • David James Winkett

    IRN DJW01169

    • SMF3 Executive Director (9 Jan 2023 to 8 May 2024)
  • David William Arnold

    IRN AXD01620

    • CF1 Director (AR) (16 Dec 2005 to 16 Apr 2018)
  • Diane Elizabeth Balen

    IRN DEB01094

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 11 Oct 2022)
    • CF2 Non Executive Director (29 Jul 2015 to 8 Dec 2019)
  • Edward Allen Cross

    IRN EXC00473

    • [FCA CF] Significant management (since 13 Jan 2026)
  • Eugenio Grandi

    IRN EXG09969

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 8 Feb 2021)
    • CF2 Non Executive Director (18 Jan 2019 to 8 Dec 2019)
  • Frances Ann Rawlings

    IRN FAR01013

    • CF1 Director (AR) (7 Mar 2006 to 1 Jan 2009)
    • CF5 Director of Unincorporated Association (AR) (5 Dec 2005 to 7 Mar 2006)
  • Hui Jun Shen

    IRN HJS01072

    • CF1 Director (AR) (7 Mar 2006 to 15 Jun 2014)
    • CF5 Director of Unincorporated Association (AR) (16 Nov 2005 to 7 Mar 2006)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

No changes recorded yet.