Blevins Franks Financial Management Limited

Date authorised
1 April 2013
Companies House
03048100
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

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)

  • 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

    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), 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
    • · 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
    • · 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.

  • Matthew Richard Krystman

    IRN MRK01086

    • CF30 Customer (25 Jan 2017 to 8 Dec 2019)
  • Michael Frank Marsden

    IRN MFM01034

    • CF30 Customer (5 Mar 2008 to 8 Dec 2019)
  • Michael Lavin

    IRN MXL01948

    • CF30 Customer (6 May 2014 to 30 May 2014)
  • Michael Pace Balzan

    IRN MXP01889

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (10 Oct 2012 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (30 May 2012 to 8 Dec 2019)
    • CF30 Customer (28 Jun 2010 to 22 Dec 2010)
  • Miles Anthony Standish

    IRN MAS00076

    • SMF3 Executive Director (since 8 Sep 2025)
  • NEAL DAVID CALDWELL

    IRN NDC01073

    • CF30 Customer (9 May 2016 to 22 Dec 2017)
  • Neil Antony Jenkins

    IRN NAJ01034

    • CF30 Customer (1 Nov 2007 to 22 Sep 2014)
    • CF21 Investment Adviser (5 Dec 2006 to 31 Oct 2007)
  • Niall Derek Graham Dorward Allardice

    IRN NDA00001

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 2 Apr 2025)
  • Nicholas Galea

    IRN NXG01356

    • CF30 Customer (21 Oct 2013 to 8 Dec 2019)
  • Nicholas James Pasco

    IRN NJP00004

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (22 May 2002 to 31 Oct 2007)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.