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.

Claire Jones
IRN CXJ00224
- CF1 Director (AR) (23 Aug 2022 to 8 May 2025)
Claire Julie Peel
IRN CXP00440
- CF1 Director (AR) (1 Sep 2022 to 22 Jan 2026)
Claire Marguerite Hope
IRN CXH00558
- CF1 Director (AR) (since 25 Aug 2022)
Claire Patricia Howell
IRN CXH00556
- CF1 Director (AR) (6 Sep 2022 to 6 Jun 2025)
Clare Montagu
IRN CXM00744
- CF1 Director (AR) (since 2 Sep 2022)
Clive John Pearson
IRN CXP00448
- CF4 Partner (AR) (since 12 Sep 2022)
Colin Peter Dixon-Blair
IRN CXD00609
- CF1 Director (AR) (since 3 Jan 2025)
Colin Phillips
IRN CXP00439
- CF1 Director (AR) (20 Oct 2022 to 31 Dec 2025)
Corinne Helen Cadey
IRN CXC00957
- CF1 Director (AR) (since 25 Jul 2025)
Craig Adams
IRN CXA00428
- CF1 Director (AR) (since 21 Jul 2025)

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.