Is Bluebell Financial Management Limited regulated by the FCA?

Yes. Bluebell Financial Management Limited appears with FCA status Authorised.

What is Bluebell Financial Management Limited's FRN?

Bluebell Financial Management Limited's firm reference number is 990457.

Is Bluebell Financial Management Limited a UK MiFID firm?

Yes. Bluebell Financial Management Limited appears on the investment firms register of FCA-authorised firms that provide or perform MiFID investment services or activities.

Firm profile

UK (FCA)

Authorised

MiFID

Authorised since August 2023

Last updated 11 February 2026

Bluebell Financial Management Limited

Investment and advice, Wealth/investment advisor

Location

Bluebell Financial Management Limited, Courtmoor Farm, Upottery, Honiton, Devon, EX14 9QA

Website

https://www.bluebellfinancialmanagement.co.uk

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

1 August 2023

First authorised by the FCA

1 August 2023

Permission update: Advising (ex Pension Transfers/Opt Outs)

1 August 2023

Permission update: Advising on P2P agreements

Firm permissions

Designated Investment Business

Latest financial accounts

Financial data and risk indicators are available in the full platform.

Key people

SMF16 Compliance Oversight

Mrs Carolyn Louise Matravers