Family Investment Management Limited

Date authorised
1 April 2013
Companies House
01915516
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.

  • Retail Investment Funds

  • Specialist Investment Funds

Approved individuals

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

  • Bernard John White

    IRN BJW00013

    • [FCA CF] Material risk taker (1 Mar 2022 to 31 Mar 2025)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Jul 2021)
    • CF10a CASS Oversight function (21 Oct 2011 to 8 Dec 2019)
    • CF29 Significant management (6 Apr 2010 to 3 Jul 2017)
  • Beth Tait

    IRN BXP01224

    • [FCA CF] Manager of certification employee (since 1 Dec 2023)
    • [FCA CF] Material risk taker (since 1 Dec 2023)
    • [FCA CF] Significant management (since 1 Dec 2023)
  • Cara Ann Whatford

    IRN CAW01144

    • [FCA CF] Client dealing (since 1 Aug 2021)
    • [FCA CF] Material risk taker (since 1 Aug 2021)
    • [FCA CF] Manager of certification employee (since 1 Aug 2021)
    • [FCA CF] CASS oversight function (since 1 Aug 2021)
    • [FCA CF] Significant management (since 9 Dec 2019)
  • Carl Potgieter

    IRN CXP53617

    • [FCA CF] Material risk taker (since 8 Jan 2025)
    • [FCA CF] Significant management (since 9 Dec 2019)
  • Carly Ann Santry

    IRN CXS00281

    • 16. Safeguarding and administering investments or holding client money
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Carol Ann Ritchie

    IRN CAR01087

    • CF28 Systems and controls (2 Nov 2015 to 10 Aug 2016)
  • Carol Day

    IRN CXD01486

    • CF29 Significant management (5 Aug 2009 to 2 Mar 2016)
  • Catherine Pattenden

    IRN CXP53618

    • [FCA CF] Significant management (9 Dec 2019 to 10 Nov 2022)
  • Catriona Louise Anderson

    IRN CXA00155

    • 16. Safeguarding and administering investments or holding client money
    • [FCA CF] Functions requiring qualifications (since 1 Jun 2021)
  • Christopher Edward Birch

    IRN CXB57296

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Oct 2020)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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