National Deposit Friendly Society Limited

Date authorised
1 April 2013
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    National Friendly
    11-12 Queen Square
    Bristol
    Bristol, City Of
    BS1 4NT
    UNITED KINGDOM
    Phone
    +4401172446048
    Web
    https://www.nationalfriendly.co.uk

  • Complaints Contact

    National Friendly
    11-12 Queen Square
    Bristol
    Bristol, City Of
    BS1 4NT
    UNITED KINGDOM
    Phone
    +4407855353276

What this firm is allowed to do

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

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    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.

  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    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.

  • Insurance Admin

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

  • Manages Insurance Policies

    For All, Accident, Life and annuity, Linked long-term, Miscellaneous financial loss, Permanent health, Sickness

  • Stockbroking

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    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.

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

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

  • Issues Insurance

    For All, Accident, Life and annuity, Linked long-term, Miscellaneous financial loss, Permanent health, Sickness

  • Runs Personal Pensions

    For Personal pension scheme

    Show 1 limitation
    • · Limited to the establishment, operation, and/or winding up of Immediate Vesting Personal Pension schemes as necessary: a) to facilitate the payment of Pension Commencement Lump Sums where required by the member, b) to effect and carry out Immediate Impaired Life Annuities, and c) to accept individual transfers from occupational pension schemes for the purpose of securing benefits by way of Impaired Life Annuities.

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    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.

  • Holds Your Assets

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    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.

  • Kevin Andrew Coppard

    IRN KAC01079

    • CF1 Director (AR) (5 Feb 2010 to 16 Sep 2011)
  • Kevin David Lawry

    IRN KXL35345

    • [PRA CF] Key function holder (since 1 Jan 2022)
    • [PRA CF] Key function holder (10 Dec 2018 to 4 Aug 2021)
  • Linda Griffiths

    IRN LXW01169

    • CF21 Investment Adviser (10 Sep 2003 to 1 Jan 2007)
    • CF22 Investment Adviser (Trainee) (10 Jul 2003 to 10 Sep 2003)
  • Lisa Jayne De-Laune

    IRN LXD12884

    • SMF4 Chief Risk (9 Sep 2019 to 29 Nov 2019)
    • SMF16 Compliance Oversight (9 Sep 2019 to 29 Nov 2019)
  • Madeleine Warren

    IRN MAW01173

    • CF1 Director (1 Dec 2001 to 1 Apr 2003)
  • Margaret Ann Frost

    IRN MAF01108

    • CF1 Director (18 Jun 2002 to 1 Apr 2003)
  • Maria Margaret Lowrie

    IRN MML00006

    • CF21 Investment Adviser (1 Dec 2001 to 17 Jun 2005)
  • Mark Bentley Jackson

    IRN MBJ01018

    • CF2 Non Executive Director (8 Jul 2009 to 6 Mar 2016)
  • Mark Peter Lister Searles

    IRN MPS01120

    • SMF9 Chair of the Governing Body (since 4 Nov 2024)
    • SMF13 Chair of the Nominations Committee (since 11 Feb 2022)
    • SMF12 Chair of the Remuneration Committee (19 Jan 2024 to 8 Aug 2025)
    • SMF14 Senior Independent Director (23 Sep 2021 to 4 Nov 2024)
    • SMF13 Chair of the Nominations Committee (16 Apr 2021 to 23 Sep 2021)
    • Director of firm who is not a certification employee or a SMF manager (2 Jun 2020 to 30 Sep 2020)
  • Martyn Richard Love

    IRN MRL01128

    • SMF4 Chief Risk (since 3 May 2022)
    • CF11 Money Laundering Reporting (3 Oct 2012 to 12 Aug 2015)
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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.

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