Bluebell Financial Management Limited
Investment and advice, Wealth/investment advisor
Bluebell Financial Management Limited, Courtmoor Farm, Upottery, Honiton, Devon, EX14 9QA
Summary
Bluebell Financial Management Limited is a Honiton-based wealth/investment advisor. It was first authorised by the FCA in 2023. It has permissions related to investments and pensions.
Timeline
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Permission update: Making arrangements
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mrs Carolyn Louise Matravers
CPD4 - Personal recommendation on retail investments (not broker funds)
Mrs Carolyn Louise Matravers
CPD7 - Personal recommendation on long-term care insurance
Mrs Carolyn Louise Matravers
The Chartered Insurance Institute (CII)
Mrs Carolyn Louise Matravers
FAQ
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