Bright Financial Planning Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Authorised to Operate
Arranges Investments

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

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Credit Brokering
Stockbroking

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

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

Senior staff personally approved by the FCA to hold their roles here.

Lee Jonathan Parker
IRN LJP00010
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 9 May 2019)
- CF1 Director (2 Jan 2007 to 8 Dec 2019)
- CF8 Apportionment and Oversight (2 Jan 2007 to 31 Mar 2009)
Michael Ralph Hatton
IRN MRH00010
- Responsible for Insurance Distribution (1 Oct 2018 to 21 Nov 2018)
- CF11 Money Laundering Reporting (18 Nov 2009 to 1 Dec 2011)
- Responsible for Insurance Mediation (9 Jul 2008 to 30 Sep 2018)
- CF10 Compliance Oversight (9 Jul 2008 to 1 Dec 2011)
- CF30 Customer (1 Nov 2007 to 1 Dec 2011)
- CF1 Director (2 Jan 2007 to 21 Nov 2018)
- CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
Nicholas Keith Plumb
IRN NKP00003
- CF30 Customer (1 Nov 2007 to 4 Jul 2011)
- CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
Paul David Adams
IRN PDA00011
- CF21 Investment Adviser (2 Jan 2007 to 15 Jun 2007)
Sean Robert Kilbourn
IRN SRK00015
- CF10 Compliance Oversight (1 Feb 2008 to 30 Jun 2008)
- CF1 Director (2 Jan 2007 to 30 Jun 2008)
- Responsible for Insurance Mediation (2 Jan 2007 to 30 Jun 2008)
Steven Charles Witham
IRN SCW00018
- CF1 Director (2 Jan 2007 to 30 Sep 2009)
- CF11 Money Laundering Reporting (2 Jan 2007 to 30 Sep 2009)
Steven Murray Heard
IRN SMH00023
- CF22 Investment Adviser (Trainee) (2 Jan 2007 to 23 Apr 2007)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.