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.

• Nicholas Michael Cairns

  IRN NMC00013

  • CF30 Customer (7 Jun 2013 to 8 Dec 2019)
• Nicola Lyall Abrahams

  IRN NXA00286

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2026)
• Nicole Sandler

  IRN NXS01771

  • CF30 Customer (24 Oct 2014 to 8 Dec 2019)
• Nigel Patrick John Green

  IRN MPG01052

  • SMF1 Chief Executive (since 19 Jun 2024)
  • Responsible for Insurance Distribution (since 19 Jun 2024)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (11 Jan 2017 to 8 Dec 2019)
• Noreen Margaret Kelly

  IRN NMK01016

  • CF22 Investment Adviser (Trainee) (11 Mar 2005 to 9 Nov 2005)
• Panagiotitsa Tzortzopoulou

  IRN PXT00146

  • [FCA CF] Significant management (1 Dec 2020 to 9 Apr 2024)
• Paul Job Oliver

  IRN PXO00166

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 25 Jul 2025)
• Paul Montague

  IRN PXM00131

  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (5 Dec 2006 to 31 Oct 2007)
• Pauline Mary Orr

  IRN PML00011

  • CF30 Customer (23 Oct 2012 to 23 Oct 2012)
• Peter Worthington

  IRN PXW01575

  • CF30 Customer (13 Nov 2014 to 8 Dec 2019)

• TJM WEALTH MANAGEMENT LTD (no longer appointed)

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

No changes recorded yet.