Balens Limited

Date authorised
1 April 2013
Companies House
04931050
Last scraped
3 weeks ago
Watch for changes

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.

  • 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)
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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.

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