HARMER HEALEY LTD

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Addresses

The contact details this firm has registered with the FCA.

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

P2P Lending Advice

For Commercial, Retail (Non-Investment Insurance)
Land Loan Advice
Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Authorised to Operate
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- · 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), 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

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

Alison Louise Howard
IRN ALH01055
- CF8 Apportionment and Oversight (21 Aug 2007 to 31 Mar 2009)
- CF1 Director (14 Jan 2005 to 31 Oct 2012)
- Responsible for Insurance Mediation (14 Jan 2005 to 31 Oct 2012)
David Simon McDonald
IRN DSM01121
- CF4 Partner (AR) (5 May 2009 to 19 Sep 2012)
Lindsay Margaret Bonsall
IRN LMB01105
- CF1 Director (14 Jan 2005 to 31 Oct 2012)
Richard James Bonsall
IRN RJB01372
- [FCA CF] Significant management (since 9 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- [FCA CF] CASS oversight function (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- CF1 Director (14 Jan 2005 to 8 Dec 2019)
- Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
Robert George Bonsall
IRN RGB01106
- SMF3 Executive Director (since 9 Dec 2019)
- CF1 Director (14 Jan 2005 to 8 Dec 2019)
- CF8 Apportionment and Oversight (14 Jan 2005 to 16 Aug 2006)
- Responsible for Insurance Mediation (14 Jan 2005 to 22 Aug 2007)

Smaller firms operating under this firm's FCA authorisation.

The Mcdonald Partnership (no longer appointed)
FRN 433803 · Appointed 9 Jun 2005 · Until 19 Sep 2012
Brearley & Co (no longer appointed)
FRN 418453 · Appointed 14 Jan 2005 · Until 30 Sep 2021
Cirion Management Ltd (no longer appointed)
FRN 418452 · Appointed 14 Jan 2005 · Until 6 Sep 2005

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.