Mr Robert Lewis and Mrs Susanne Lewis

Reference number: 996308

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Introducer appointed representative

the Lewis partnership can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

Alan Boswell Insurance Brokers Limited Reference number: 301081 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Mr Robert Lewis and Mrs Susanne Lewis (FRN 996308) introduces customers to Alan Boswell Insurance Brokers Limited (FRN 301081). Any regulated advice or arranging is done by the principal, not the Lewis partnership.
  • Example: if the Lewis partnership refers you to a financial adviser, the advice should come from the principal firm, not from the Lewis partnership itself.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • Website

    balmforth.co.uk

  • Phone number

    01638 711171

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    22-26 High Street, Mildenhall, Bury St. Edmunds, Suffolk, IP28 7EQ, United Kingdom

In the full report: 3 background checks

  • When balmforth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01638 711171 is, and the other firm that gives it
  • Who else gives the postcode IP28 7EQ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Balmforth & Partners Mildenhall Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Alan Boswell Insurance Brokers Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

The Lewis partnership’s history from the FCA register and Companies House, newest first.

2023

14 May 2023

  • Became an introducer appointed representative
  • Began trading as "Balmforth & Partners Mildenhall"

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms connected to the Lewis partnership

Other FCA-listed firms that share a director, phone number or address with the Lewis partnership. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
no longer authorised
1
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like the Lewis partnership

Other firms of the same type (credit broker), nearest first.

In Bury St. Edmunds

Gavin PawseyBury St. EdmundsAppointed representativeThistle Financial Services LimitedBury St. EdmundsAppointed representativeThe Twelfth Magpie LimitedBury St. EdmundsAppointed representativeandrew marc bresgallBury St. EdmundsAuthorisedAtlantic Square LtdBury St. EdmundsAuthorisedBlack Fox Finance LtdBury St. EdmundsAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on the Lewis partnership

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 background checks on its contact details
  • All 2 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Mr Robert Lewis and Mrs Susanne Lewis FCA authorised?
Mr Robert Lewis and Mrs Susanne Lewis (FRN 996308) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for the Lewis partnership?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Mr Robert Lewis and Mrs Susanne Lewis (FRN 996308) introduces customers to Alan Boswell Insurance Brokers Limited (FRN 301081). Any regulated advice or arranging is done by the principal, not the Lewis partnership. Example: if the Lewis partnership refers you to a financial adviser, the advice should come from the principal firm, not from the Lewis partnership itself. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is the Lewis partnership’s phone number and website?
The FCA register lists the phone number 01638 711171 and the website balmforth.co.uk for the Lewis partnership. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm, one of which is no longer authorised.
Is the Lewis partnership a scam or clone?
the Lewis partnership is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with the Lewis partnership?
Protection works through Alan Boswell Insurance Brokers Limited, the principal firm responsible for the Lewis partnership's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does the Lewis partnership use any other names?
It trades as Balmforth & Partners Mildenhall.

Sources and links

The full report on Mr Robert Lewis and Mrs Susanne Lewis

£19.99 · Instant PDF download

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