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.

Bruce Jones
IRN BXJ00102
- CF1 Director (AR) (23 Aug 2022 to 8 May 2025)
Bryan Steenson
IRN BXS00346
- CF4 Partner (AR) (since 5 Sep 2022)
Bryan Trelawney Ugalde
IRN BXU00024
- CF1 Director (AR) (since 23 Aug 2022)
CAROLINE ANNE RAFTERY
IRN CXR00372
- CF1 Director (AR) (since 12 Sep 2022)
CHRISTOPHER MICHAEL JAMES MATTHEWS
IRN CXM00736
- CF1 Director (AR) (since 22 Aug 2022)
Candida Lynne Burridge
IRN CXB00777
- CF4 Partner (AR) (since 25 Jul 2023)
Carl Jones
IRN CXJ00229
- CF1 Director (AR) (since 22 Dec 2022)
Carol Ann Kerr
IRN CXK00173
- CF1 Director (AR) (since 22 Aug 2022)
Charlene O'Neill
IRN CXO00129
- CF1 Director (AR) (26 Aug 2022 to 27 Sep 2024)
Charles Joseph Craven
IRN CXC00569
- CF1 Director (AR) (since 15 Aug 2022)

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.