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.

Sharon Lesley Ford
IRN SXF00345
- CF4 Partner (AR) (2 Sep 2022 to 6 Mar 2025)
Shawn Carl Peel
IRN SXP00656
- CF1 Director (AR) (since 1 Sep 2022)
Simon Andrew Truelove
IRN SXT00445
- CF1 Director (AR) (since 24 Aug 2022)
Simon John Ford
IRN SXF00344
- CF1 Director (AR) (since 1 Sep 2022)
Simon Nicholas John Gill
IRN SXG00551
- CF1 Director (AR) (23 Aug 2022 to 20 Dec 2023)
Simon William James Welham
IRN SWW01019
- CF1 Director (AR) (since 23 Aug 2022)
Simon Williams
IRN SXW02173
- CF1 Director (AR) (since 31 Aug 2022)
Sophia Leverton
IRN SXL00489
- CF1 Director (AR) (13 Sep 2022 to 2 Jan 2026)
Sophie May
IRN SXM01138
- CF1 Director (AR) (since 2 Sep 2022)
Stacey Victoria Taylor
IRN SXT00747
- CF1 Director (AR) (since 30 Dec 2024)

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.