Burfield Financial Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Burfield Financial Planning Ltd1 Royal CourtGadbrook WayGadbrook ParkNorthwichCheshire West And ChesterCW9 7UTUNITED KINGDOM- Phone
- +4401606839720
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Complaints Contact
Burfield Financial Planning Ltd1 Royal CourtGadbrook WayGadbrook ParkNorthwichCheshire West And ChesterCW9 7UTUNITED KINGDOM- Phone
- +4401606839720
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Pension Transfer Advice
For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit
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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.
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Investment Advice (no pensions)
For 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, Structured Deposits, 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.
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For 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, Structured Deposits, 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.
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Investment Setup
For 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, Structured Deposits, 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Richard Michael Lister
IRN RML01089
- CF30 Customer (17 Mar 2016 to 8 Dec 2019)
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Simon Robert Arkinstall
IRN SRA00020
- CF30 Customer (11 Jan 2018 to 5 Nov 2018)
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Simon William Large
IRN SXL09190
- CF30 Customer (7 Dec 2018 to 23 Apr 2019)
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Ursula Patricia Reeves
IRN UXR00016
- SMF16 Compliance Oversight (6 Nov 2023 to 1 Oct 2025)
- SMF17 Money Laundering Reporting Officer (MLRO) (6 Nov 2023 to 1 Oct 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.