Clear Future Financial Planners Limited

Date authorised
2 July 2021
Companies House
13020766
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite C
    The Old Dutch Barn
    Westend
    Stonehouse
    Gloucestershire
    GL10 3GE
    UNITED KINGDOM
    Phone
    +4401453619191
    Web
    https://www.clearfuturefp.co.uk

  • Complaints Contact

    Suite C
    The Old Dutch Barn
    Westend
    Stonehouse
    Gloucestershire
    GL10 3GE
    UNITED KINGDOM
    Phone
    +4401453619191

What this firm is allowed to do

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

  • 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

    Show 2 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.
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

  • Investment Advice (no pensions)

    For 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
    • · 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 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
    • · 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.

  • Investment Setup

    For 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
    • · 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.

  • Anne Michelle Morgan

    IRN AXM01234

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 15 Aug 2022)
    • [FCA CF] Functions requiring qualifications (since 15 Aug 2022)
  • Geoffrey Sztypuljak

    IRN GXS00051

    • [FCA CF] Client dealing (2 Jul 2021 to 31 Mar 2023)
    • SMF3 Executive Director (2 Jul 2021 to 31 Mar 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (2 Jul 2021 to 7 Oct 2022)
    • SMF16 Compliance Oversight (2 Jul 2021 to 7 Oct 2022)
    • Responsible for Insurance Distribution (2 Jul 2021 to 7 Oct 2022)
    • [FCA CF] Functions requiring qualifications (2 Jul 2021 to 31 Mar 2023)
  • Simon Peter Evans

    IRN SPE01055

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Responsible for Insurance Distribution (since 29 Sep 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 29 Sep 2022)
    • SMF16 Compliance Oversight (since 29 Sep 2022)
    • SMF3 Executive Director (since 31 Jul 2022)
    • [FCA CF] Functions requiring qualifications (since 2 Jul 2021)
    • [FCA CF] Client dealing (since 2 Jul 2021)

Recent activity

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

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