Family Equity Plan Limited

Date authorised
1 April 2013
Companies House
02208249
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Family Assurance Friendly Society Ltd
    15-18 West Street
    Brighton
    Brighton And Hove
    BN1 2RL
    UNITED KINGDOM
    Phone
    +4403448920920
    Web
    https://www.onefamily.com

  • Complaints Contact

    Family Assurance Friendly Society Ltd
    15-18 West Street
    Brighton
    Brighton And Hove
    BN1 2RL
    UNITED KINGDOM
    Phone
    +4403448920920

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

    Show 4 limitations
    • · Limited to investment management activities for the specified customer types.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to dealing-only activities.

  • Arranges Asset Safekeeping

    For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Stockbroking

    For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

    Show 3 limitations
    • · Limited to investment management activities for the specified customer types.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

  • Investment Setup

    For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

    Show 4 limitations
    • · Limited to investment management activities for the specified customer types.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to transaction-only activities.

  • Holds Your Assets

    For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Joanna Elizabeth Gilham

    IRN JXG00700

    • [FCA CF] Significant management (2 Oct 2023 to 24 Sep 2025)
  • John Leonard Wybrew

    IRN JLW01051

    • CF29 Significant management (23 Feb 2010 to 21 May 2010)
  • John Richard Fyfe

    IRN JRF01096

    • [FCA CF] Material risk taker (26 Feb 2021 to 30 Apr 2021)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2021)
  • John Richard Reeve

    IRN JXR01295

    • CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Oct 2007)
    • CF1 Director (1 Dec 2001 to 31 Oct 2012)
    • CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)
    • CF3 Chief Executive (1 Dec 2001 to 31 Oct 2012)
  • John William Adams

    IRN JWA01015

    • CF30 Customer (19 Jun 2013 to 21 Apr 2015)
    • CF29 Significant management (1 Nov 2007 to 23 Jun 2014)
    • CF1 Director (30 Mar 2006 to 31 Mar 2019)
    • CF19 Significant Mgt (Financial Resources) (30 Mar 2006 to 31 Oct 2007)
  • Jonathan Peter Lee

    IRN JXL54718

    • [FCA CF] Significant management (9 Dec 2019 to 14 Jul 2021)
  • Jose Antonio Cruz Da Angela

    IRN JAC01365

    • [FCA CF] Significant management (23 Sep 2024 to 13 Jun 2025)
  • Josie Green

    IRN JXG00706

    • [FCA CF] Significant management (since 1 Nov 2023)
  • Julian Scott Sellars

    IRN JSS01192

    • CF29 Significant management (7 Jul 2015 to 27 Oct 2015)
    • CF10a CASS Oversight function (7 Jul 2015 to 27 Oct 2015)
  • Juliette Imogen Astley Marsh

    IRN JXA14025

    • [FCA CF] Significant management (9 Dec 2019 to 31 May 2021)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.