Belmore Financial Planning Ltd

Date authorised
1 November 2021
Companies House
13056177
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    15 Bridge Road
    Wellington
    Telford
    TF1 1EB
    UNITED KINGDOM
    Phone
    +441952985003
    Web
    https://www.belmorefp.uk

  • Complaints Contact

    15 Bridge Road
    Wellington
    Telford
    TF1 1EB
    UNITED KINGDOM
    Phone
    +441952985003

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Claire Hudson

    IRN CLH00026

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 18 Mar 2026)
    • SMF3 Executive Director (since 14 Mar 2024)
    • [FCA CF] Client dealing (since 1 Nov 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2021)
  • Jonathan Paul Thomas Mapp

    IRN JPM00056

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF16 Compliance Oversight (since 1 Nov 2021)
    • SMF3 Executive Director (since 1 Nov 2021)
    • [FCA CF] Client dealing (since 1 Nov 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2021)
    • [FCA CF] Significant management (since 1 Nov 2021)
    • Responsible for Insurance Distribution (since 1 Nov 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Nov 2021 to 18 Mar 2026)
  • Keeley Jane Mapp

    IRN KJM01186

    • SMF3 Executive Director (since 1 Nov 2021)

Recent activity

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

No changes recorded yet.