Ecclesiastical Planning Services 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.

Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Funeral Plans

For Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)
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- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
Sells Funeral Plans

For Retail (Non-Investment Insurance), Funeral plan contract, Rights to interests in (Contractually-based investments)
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- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

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

Ian Leslie Masters
IRN IXM00236
- CF1 Director (AR) (30 Aug 2022 to 28 Apr 2025)
Ian Nigel Newman
IRN IXN00035
- CF1 Director (AR) (26 Aug 2022 to 21 May 2025)
Ian Parker
IRN IXP00087
- CF1 Director (AR) (2 Sep 2022 to 20 Nov 2025)
Isobel Frances Whittaker
IRN IXW00115
- CF1 Director (AR) (since 26 Aug 2022)
JAMES GERSHOM MACDONALD
IRN JXM01157
- CF1 Director (AR) (since 6 Sep 2022)
Jack Aiden Kelly
IRN JXK00432
- CF1 Director (AR) (24 Aug 2022 to 31 Dec 2025)
Jack Kenyon
IRN JXK00829
- CF1 Director (AR) (since 23 Sep 2025)
Jack O'Malley
IRN JXO00333
- CF1 Director (AR) (since 12 May 2025)
Jack Weekes
IRN JXW00767
- CF4 Partner (AR) (9 Sep 2022 to 12 Jan 2024)
Jacob Gaunt
IRN JXG00587
- CF1 Director (AR) (since 16 Jan 2023)

Smaller firms operating under this firm's FCA authorisation.

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.