Impact Lens Financial Planning Limited

Date authorised
13 October 2022
Companies House
13746335
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 2
    42 High Street
    Eccleshall
    ST21 6BZ
    UNITED KINGDOM
    Phone
    +447787110373
    Web
    https://www.harmonicfp.com

  • Complaints Contact

    Unit 2
    42 High Street
    Eccleshall
    ST21 6BZ
    UNITED KINGDOM
    Phone
    +447787110373

What this firm is allowed to do

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

  • Investment Advice (no pensions)

    For 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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For 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 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.

  • John Harry Ditchfield

    IRN JHD00027

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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)
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 29 Sep 2023)
    • [FCA CF] Client dealing (since 1 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2023)
    • Responsible for Insurance Distribution (since 13 Oct 2022)
    • SMF3 Executive Director (since 13 Oct 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 Oct 2022)
    • SMF16 Compliance Oversight (since 13 Oct 2022)
  • Matthew James Coppin

    IRN MJC01679

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 21 Dec 2023)
    • [FCA CF] Client dealing (since 21 Dec 2023)
    • SMF3 Executive Director (since 13 Oct 2022)
    • Responsible for Insurance Distribution (13 Oct 2022 to 13 Oct 2022)

Recent activity

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

No changes recorded yet.