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

  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 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 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.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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.

• Scott Hansell

  IRN SSH01046

  • 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] Manager of certification employee (since 6 Dec 2024)
  • SMF3 Executive Director (since 30 May 2024)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (28 Dec 2012 to 8 Dec 2019)
• Sharon Mattheus

  IRN SLM01144

  • [FCA CF] Functions requiring qualifications (9 Nov 2020 to 27 Sep 2024)
  • [FCA CF] Client dealing (9 Nov 2020 to 27 Sep 2024)
• Stephen Cameron

  IRN SXC00204

  • 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] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (11 Mar 2013 to 8 Dec 2019)
• Stephen Metcalf

  IRN SJM00014

  • Responsible for Insurance Distribution (since 6 Nov 2024)
  • SMF16 Compliance Oversight (since 6 Nov 2024)
  • SMF3 Executive Director (since 31 May 2024)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Stuart Paul Gisborne

  IRN SPG00002

  • CF21 Investment Adviser (8 Dec 2003 to 8 Dec 2003)
• Sue Marsh

  IRN SXM01825

  • CF11 Money Laundering Reporting (1 Dec 2001 to 13 Jul 2004)
• Trazer Farnese

  IRN TXF01140

  • CF22 Investment Adviser (Trainee) (1 Jun 2007 to 30 Sep 2007)
• William George Gaines

  IRN WXG00093

  • 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 2 Dec 2024)

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

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

No changes recorded yet.