The importance of regulation
We believe it is vital that advice is sought only from firms that are appropriately regulated and authorised to give financial planning and investment advice in the country in which you live or are intending to live.
In the case of British nationals who are living overseas but who may return to the UK, or have UK based assets including pensions, or have UK based heirs, we believe that it is important that they seek advice from firms that are UK Financial Services Authority (FSA) authorised and regulated, and also passported into the country in which they live.
Only then can investors be reassured that they are dealing with advisers who –
- Meet high standards of compliance.
- Have attained the qualifications required by the FSA and have demonstrated competence under FSA rules.
- Are competent to advise on both the overseas and UK aspects of financial planning and investment advice.
- Are authorised to advise on UK pensions whereas all other non-UK FSA authorised firms are not.
- Are who they say they are - you can check the individual authorisation of the adviser on the UK FSA register.
Blevins Franks' authorisation
- Blevins Franks Financial Management Ltd (BFFM), Barbican House, 26-34 Old Street, London EC1V 9QQ, Tel 0044 20 7336 1000, is authorised and regulated by the UK Financial Services Authority (FSA) to provide independent financial advice. FSA authorisation number 179731. Company registered - England & Wales. Company number – 3048100.
- BFFM is authorised to provide Insurance Mediation to clients in Spain, France, Portugal, Malta, Cyprus and Italy through the EU Insurance Mediation Directive (IMD). BFFM is also authorised to passport its services into Malta via the Markets in Financial Instruments Directive (MiFID).
- BFFM is authorised by the FSA to provide Insurance Mediation in Gibraltar.
- Blevins Franks Trustees Limited (BFTL), PO Box 15, SLM 1000, Gasan Centre, Mriehel By-Pass, Mriehel, Malta, is a Trust Company which is authorised and regulated by the Malta Financial Services Authority.
