Bigmore Benefits Limited

Date authorised
1 April 2013
Companies House
03431887
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    St. Georges House
    25 Bridge Street
    Walton-on-Thames
    Surrey
    KT12 1AF
    UNITED KINGDOM
    Phone
    +4401932253939
    Web
    https://www.bigmorebenefits.com

  • Complaints Contact

    St. Georges House
    25 Bridge Street
    Walton-on-Thames
    Surrey
    KT12 1AF
    UNITED KINGDOM
    Phone
    +4401932253939

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For 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
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · 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 Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, Unit, Warrant

    Show 1 limitation
    • · 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), 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, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Insurance Admin

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

  • Stockbroking

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

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Colin Charles Brim

    IRN CCB00002

    • SMF16 Compliance Oversight (25 Apr 2021 to 18 Sep 2021)
    • Responsible for Insurance Distribution (25 Apr 2021 to 18 Sep 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (25 Apr 2021 to 18 Sep 2021)
    • SMF3 Executive Director (9 Dec 2019 to 18 Sep 2021)
    • CF30 Customer (1 Nov 2007 to 2 Jun 2016)
    • Responsible for Insurance Mediation (14 Jan 2005 to 2 Jun 2016)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
    • CF10 Compliance Oversight (1 Dec 2001 to 2 Jun 2016)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 2 Jun 2016)
    • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • David Graham Sykes

    IRN DGS01135

    • Responsible for Insurance Distribution (since 5 Jan 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 5 Jan 2022)
    • SMF16 Compliance Oversight (since 5 Jan 2022)
    • SMF3 Executive Director (since 5 Jan 2022)
    • SMF3 Executive Director (9 Dec 2019 to 10 Feb 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 10 Feb 2021)
    • SMF16 Compliance Oversight (9 Dec 2019 to 10 Feb 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 10 Feb 2021)
    • CF10 Compliance Oversight (1 May 2009 to 8 Dec 2019)
    • CF1 Director (1 May 2009 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 May 2009 to 8 Dec 2019)
    • CF30 Customer (1 May 2009 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 May 2009 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.