Lovewell Blake Financial Planning Limited

Date authorised
1 April 2013
Companies House
03504185
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Bankside 300
    Peachman Way
    Broadland Business Park
    Norwich
    Norfolk
    NR7 0LB
    UNITED KINGDOM
    Phone
    +4401603619620
    Web
    https://www.lovewell-blake.co.uk

  • Complaints Contact

    Bankside 300
    Peachman Way
    Broadland Business Park
    Norwich
    Norfolk
    NR7 0LB
    UNITED KINGDOM
    Phone
    +4401603619620

What this firm is allowed to do

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

  • 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 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 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

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

  • 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.

  • Adrian Nicholls

    IRN AXN00034

    • CF30 Customer (1 Oct 2015 to 10 Apr 2017)
  • Alison Julie Stanton

    IRN AJW00007

    • CF21 Investment Adviser (1 Dec 2001 to 3 Oct 2003)
  • Andrew Edge

    IRN AXE00021

    • CF30 Customer (1 Nov 2007 to 30 Sep 2011)
    • Responsible for Insurance Mediation (14 Jan 2005 to 31 Aug 2011)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF10 Compliance Oversight (1 Dec 2001 to 31 Aug 2011)
    • CF1 Director (1 Dec 2001 to 30 Sep 2011)
  • Andrew Leslie Morley

    IRN AXM01765

    • CF30 Customer (24 Mar 2014 to 30 Dec 2016)
  • Barrie Nunn

    IRN BXN00006

    • CF21 Investment Adviser (1 Dec 2001 to 29 Jul 2005)
  • Barry Seeger

    IRN BXS01453

    • CF30 Customer (1 Nov 2007 to 22 Sep 2009)
    • CF21 Investment Adviser (2 Oct 2006 to 31 Oct 2007)
  • Christopher Egmore

    IRN CDE01017

    • 11. Pension transfer specialist
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (1 Aug 2016 to 8 Dec 2019)
  • Christopher Hamilton Dicker

    IRN CHD00006

    • CF1 Director (1 Dec 2001 to 30 Sep 2009)
  • David Haughton

    IRN DWH00004

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (15 Jun 2011 to 8 Dec 2019)
  • David John Buller

    IRN DJB00162

    • CF8 Apportionment and Oversight (23 May 2007 to 6 Jun 2008)
    • CF11 Money Laundering Reporting (17 Oct 2005 to 18 Nov 2015)
    • CF1 Director (1 Dec 2001 to 30 Sep 2018)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.