Blevins Franks Financial Management Limited

Date authorised
1 April 2013
Companies House
03048100
Last scraped
3 weeks ago
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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.

  • James Roberts

    IRN JWR01038

    • SMF1 Chief Executive (since 20 Jan 2026)
    • SMF3 Executive Director (since 20 Jan 2026)
  • Jane Margaret Goodall

    IRN JMG00001

    • CF30 Customer (12 Dec 2007 to 13 Nov 2009)
  • Janice Elizabeth Munro

    IRN JEM01172

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
    • CF30 Customer (24 Oct 2013 to 8 Dec 2019)
  • Janice Murphy

    IRN JXM00017

    • CF30 Customer (12 Oct 2010 to 18 Oct 2012)
  • Jason Blythe

    IRN JXB03343

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 12 Apr 2024)
    • CF30 Customer (15 May 2018 to 8 Dec 2019)
  • Jason Patrick Porter

    IRN JPP01069

    • [FCA CF] Significant management (1 Dec 2020 to 31 Mar 2025)
  • Javid Iqbal Rustam

    IRN JIR01007

    • CF30 Customer (8 Sep 2017 to 8 Dec 2019)
  • Jean-Pierre Chapelle Paleologo

    IRN JXC02068

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (21 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Aug 2006 to 21 Mar 2007)
  • Joanne Emma Leach

    IRN JXL00108

    • CF30 Customer (12 May 2014 to 9 Apr 2019)
  • John Henry Stanley Diking

    IRN JXD15027

    • CF30 Customer (16 May 2019 to 8 Dec 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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