UK (FCA)
Authorised
MiFID
Authorised since April 2021
Last updated 11 February 2026
Edmund Nigel Wallen (T/A KL & EW Financial Services) logo

Edmund Nigel Wallen (T/A KL & EW Financial Services)

Investment and advice, Holistic financial planner

Location

2 Beechwood Barns, Sparkwell, Plymouth, Devon, PL7 5DQ

Summary

Edmund Nigel Wallen (T/A KL & EW Financial Services) is a Plymouth-based holistic financial planner. It was first authorised by the FCA in 2021. It has permissions related to credit, insurance, investments, and pensions.

Timeline

27 November 2025

Role appointment: CF30 Customer (Mr Fletcher Kristian Wallen)

26 April 2021

First authorised by the FCA

26 April 2021

Permission update: Advising on Pension Transfers/Opt Outs

Firm permissions

Consumer Credit
Designated Investment Business
Insurance Distribution
Latest financial accounts
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Key people

SMF16 Compliance Oversight

Mr Edmund Nigel Wallen

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Edmund Nigel Wallen

email@company.com+44 20 0000 0000

CF30 Customer

Mr Fletcher Kristian Wallen

email@company.com+44 20 0000 0000

FAQ

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