This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

CI Financial Planning (K511)

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FRN: 190107
Last scraped: 3 weeks ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

70 High Street

Great Baddow

Chelmsford

Essex

CM2 7HH

UNITED KINGDOM

Phone

+4401245477474

Approved individuals

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

Colin Mark Powell
IRN CMP00027
- Employed By (1 Oct 1998 to 1 Jul 2014)
Hanna Humphris
IRN HRM01017
- Employed By (15 May 2012 to 13 Dec 2012)
Ian Harnett Butler
IRN IHB00007
- Employed By (2 Sep 1998 to 1 Jul 2014)
Paul Victor Stedman
IRN PVS00004
- Employed By (7 Feb 2007 to 31 Dec 2008)

Recent activity

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

No changes recorded yet.

What it all means

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.