Lovewell Blake Financial Planning Limited

• 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

• 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

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  • · 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

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  • · 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

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  • · 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 Hide 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.

• 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 Hide 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.

• Matthew Harrington

  IRN MJH01681

  • 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)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (18 Oct 2016 to 8 Dec 2019)
• Michael John Gibbins

  IRN MJG00096

  • CF11 Money Laundering Reporting (10 Aug 2004 to 1 Oct 2005)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Jan 2006)
  • CF1 Director (1 Dec 2001 to 31 Jan 2006)
• Michael Trawford

  IRN MJT00069

  • CF30 Customer (1 Nov 2007 to 20 Dec 2013)
  • CF21 Investment Adviser (13 Jan 2006 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (13 Jan 2006 to 31 Oct 2007)
• Neil Peter Orford

  IRN NPO01004

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (7 Nov 2018 to 8 Dec 2019)
• Neil Telford

  IRN NXT01115

  • CF30 Customer (2 Apr 2008 to 27 Feb 2009)
• Nigel Scott Gierth

  IRN NSG00001

  • CF21 Investment Adviser (22 May 2006 to 26 May 2006)
• Philip Jeremy Bartram

  IRN PJB01407

  • SMF3 Executive Director (9 Dec 2019 to 26 Nov 2020)
  • CF1 Director (18 Oct 2005 to 8 Dec 2019)
• Richard Ince

  IRN RDI01009

  • 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)
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 1 Jan 2020)
  • [FCA CF] Functions requiring qualifications (since 1 Jan 2020)
  • CF30 Customer (1 Jan 2015 to 2 Jan 2015)
• Robin Carnaby

  IRN RXC00102

  • [FCA CF] Client dealing (13 May 2022 to 31 Mar 2025)
  • [FCA CF] Significant management (9 Dec 2019 to 13 May 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 3 Dec 2024)
  • SMF3 Executive Director (9 Dec 2019 to 31 Mar 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
  • Responsible for Insurance Distribution (20 Nov 2019 to 3 Dec 2024)
  • CF10 Compliance Oversight (20 Nov 2019 to 8 Dec 2019)
  • CF1 Director (15 Oct 2012 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (28 Apr 2003 to 31 Oct 2007)
• Roger Jeremy Loy

  IRN RJL00001

  • CF30 Customer (1 Nov 2007 to 30 Sep 2009)
  • CF24 Pension Transfer Specialist (17 Jun 2005 to 31 Oct 2007)
  • CF21 Investment Adviser (17 Jun 2005 to 31 Oct 2007)

• Lovewell Blake Financial Planning (Great Yarmouth) Ltd (no longer appointed)

  FRN 432988 · Appointed 20 May 2005 · Until 31 Aug 2007

No changes recorded yet.