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.

  • Kevin Gray

    IRN KXG00090

    • [FCA CF] Functions requiring qualifications (20 Feb 2024 to 9 Jan 2026)
  • Konrad Borg Myatt

    IRN KXB01569

    • CF30 Customer (5 Jun 2008 to 7 Sep 2010)
  • Leila Khalid Mohammed Sharif

    IRN LXS08202

    • CF30 Customer (15 Nov 2018 to 8 Dec 2019)
  • Mandeep Virdi

    IRN MXV00002

    • [FCA CF] Manager of certification employee (since 1 Dec 2020)
  • Mark Andrew Prockter

    IRN MAP00069

    • [FCA CF] Functions requiring qualifications (18 Dec 2020 to 2 May 2025)
  • Mark John Quinn

    IRN MJQ01010

    • CF30 Customer (12 May 2014 to 8 Dec 2019)
  • Mark Leaney

    IRN MGL00010

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2023)
  • Mary Catherine Taylor

    IRN MCT01066

    • CF30 Customer (1 Nov 2007 to 8 Aug 2016)
    • CF21 Investment Adviser (5 Dec 2006 to 31 Oct 2007)
  • Matthew Bonavia

    IRN MXB02651

    • CF30 Customer (30 Jun 2010 to 21 Jul 2011)
  • Matthew James Buckey

    IRN MJB00046

    • CF30 Customer (13 Oct 2011 to 31 May 2013)
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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.

No changes recorded yet.