HALPERN & PARTNERS INSURANCE SERVICES LIMITED

Date authorised
1 April 2013
Companies House
05144711
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Lower Ground Floor
    33 West Bank
    London
    N16 5DF
    UNITED KINGDOM
    Phone
    +4402088001211

  • Complaints Contact

    33 West Bank
    London
    Hackney
    N16 5DF
    UNITED KINGDOM
    Phone
    +4402088001211

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

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

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Channa Halpern

    IRN CXH01556

    • CF1 Director (19 May 2006 to 30 May 2014)
  • David Aaron Miller

    IRN DAM01159

    • CF1 Director (31 Jan 2005 to 28 Apr 2006)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Jan 2005)
  • Jakob Halpern

    IRN JXH01829

    • CF1 Director (19 May 2006 to 30 May 2014)
  • Menachem Neufeld

    IRN MXN01254

    • SMF16 Compliance Oversight (since 1 Dec 2022)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (1 Jan 2013 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (31 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.