Blevins Franks Financial Management Limited

• Principal Place of Business

  Blevins Franks Financial Management Limited

  28 St. James's Square

  London

  Westminster

  SW1Y 4JH

  UNITED KINGDOM

  Phone

  +4402073895220

  Web

  http://www.blevinsfranks.com

• Complaints Contact

  Blevins Franks Financial Management Limited

  28, St James's Square

  London

  United Kingdom

  SW1Y 4JH

  UNITED KINGDOM

  Phone

  +4402073895220

• P2P Lending Advice

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

• 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, Unit, Warrant

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  • · 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

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  • · 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, Unit, Warrant

  Show 1 limitation Hide 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.

• Insurance Admin

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

• 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, Unit, Warrant

  Show 1 limitation Hide 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.

• Aaron Gabriel Paul De Giorgio

  IRN AGD01057

  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • CF22 Investment Adviser (Trainee) (8 Aug 2006 to 31 Oct 2007)
• Adele Louise Thomas

  IRN AXT21487

  • CF30 Customer (9 Oct 2019 to 8 Dec 2019)
• Adrian Paul Hook

  IRN APH00017

  • CF30 Customer (19 Mar 2009 to 8 Dec 2019)
• Alexander Simon Grech

  IRN ASG01064

  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF22 Investment Adviser (Trainee) (18 Aug 2006 to 31 Oct 2007)
• Andrea Fearne

  IRN AXF00187

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 29 Jul 2022)
• Andrew David Buchanan

  IRN ADB00052

  • CF30 Customer (13 Oct 2010 to 8 Dec 2019)
• Andrew William Southgate

  IRN AWS01082

  • CF30 Customer (8 Dec 2015 to 8 Dec 2019)
• Anthony Richard Cartwright

  IRN ARC01171

  • CF30 Customer (22 Mar 2010 to 30 Sep 2013)
• Antonio Carlos Santos Marques De Oliveira

  IRN AXS13649

  • CF30 Customer (17 Apr 2019 to 8 Dec 2019)
• Antony Charles Kreczmer-Shepherd

  IRN ACO01028

  • CF30 Customer (7 Dec 2018 to 19 Sep 2019)

• TJM WEALTH MANAGEMENT LTD (no longer appointed)

  FRN 918937 · Appointed 3 Jan 2020 · Until 20 Jul 2021 · Tied agent

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