IAN BLESSED AND CO, INDEPENDENT FINANCIAL CONSULTANTS LTD

Date authorised
1 April 2013
Companies House
02053028
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 10
    Shaw Wood Way
    Doncaster
    South Yorkshire
    DN2 5TB
    UNITED KINGDOM
    Phone
    +4401302364443
    Web
    https://www.ianblessed.co.uk

  • Complaints Contact

    Unit 10
    Shaw Wood Way
    Doncaster
    South Yorkshire
    DN2 5TB
    UNITED KINGDOM
    Phone
    +4401302364443

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, 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 Commercial, Professional, 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

  • Arranges Investments

    For Commercial, Professional, 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 Commercial, Professional, 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.

  • Christopher David Blessed

    IRN CXB00726

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • SMF3 Executive Director (since 6 Jul 2023)
    • [FCA CF] Client dealing (since 14 Nov 2022)
    • [FCA CF] Functions requiring qualifications (since 14 Nov 2022)
  • Elizabeth Anne Blessed

    IRN EAB01051

    • CF1 Director (2 Jan 2007 to 7 Sep 2007)
  • Ian Blessed

    IRN IXB00036

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Dec 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (2 Jan 2007 to 8 Dec 2019)
    • CF10 Compliance Oversight (2 Jan 2007 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (2 Jan 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (2 Jan 2007 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (2 Jan 2007 to 31 Mar 2009)
    • Responsible for Insurance Mediation (2 Jan 2007 to 30 Sep 2018)
  • Laura Oliphant

    IRN LXO01193

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (21 Jun 2019 to 8 Dec 2019)
    • CF30 Customer (13 Jun 2018 to 8 Dec 2019)
  • Paula Joan Vaughan

    IRN PJV01036

    • CF22 Investment Adviser (Trainee) (2 Jan 2007 to 18 Jun 2007)

Recent activity

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

No changes recorded yet.