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.

  • Mary Elizabeth Ann Gavigan

    IRN MXG00036

    • SMF11 Chair of the Audit Committee (22 Jul 2021 to 31 Aug 2023)
    • SMF12 Chair of the Remuneration Committee (1 Apr 2021 to 9 Nov 2022)
    • Director of firm who is not a certification employee or a SMF manager (1 Sep 2020 to 30 Sep 2020)
  • Michael Hughes

    IRN MXH01429

    • SMF12 Chair of the Remuneration Committee (16 Oct 2022 to 20 Nov 2023)
    • Director of firm who is not a certification employee or a SMF manager (7 Feb 2022 to 17 Oct 2022)
  • Michael Patrick Joyce

    IRN MXJ01132

    • SMF12 Chair of the Remuneration Committee (since 1 Sep 2025)
    • Director of firm who is not a certification employee or a SMF manager (1 May 2025 to 31 Aug 2025)
  • Michael Paul Baker

    IRN MPB01118

    • CF21 Investment Adviser (22 Nov 2006 to 11 Apr 2007)
    • CF22 Investment Adviser (Trainee) (10 Oct 2006 to 22 Nov 2006)
  • Michael Philip Thompson

    IRN MPT00018

    • CF21 Investment Adviser (1 Dec 2001 to 27 May 2002)
  • Neil Shirley

    IRN NXS01269

    • CF21 Investment Adviser (7 Jan 2003 to 8 Aug 2003)
    • CF22 Investment Adviser (Trainee) (22 May 2002 to 7 Jan 2003)
  • Norman Jack New

    IRN NJN00002

    • CF1 Director (1 Dec 2001 to 31 May 2002)
  • Oliver William Jones

    IRN OXJ35173

    • SMF3 Executive Director (since 13 Mar 2024)
    • SMF18 Other Overall Responsibility (22 Aug 2021 to 13 Mar 2024)
    • [FCA CF] Significant management (10 Dec 2019 to 7 Feb 2022)
  • Oluwagbenga Isaac Adekola

    IRN OXA00149

    • [FCA CF] Significant management (24 May 2024 to 30 Sep 2025)
  • Peter McIlwraith

    IRN PXM01684

    • SMF11 Chair of the Audit Committee (10 Dec 2018 to 30 Sep 2020)
    • SMF12 Chair of the Remuneration Committee (10 Dec 2018 to 30 Sep 2020)
    • SMF14 Senior Independent Director (10 Dec 2018 to 30 Sep 2020)
    • SIMF14 Senior Independent Director (7 Mar 2016 to 9 Dec 2018)
    • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 9 Dec 2018)
    • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 9 Dec 2018)
    • CF2 Non Executive Director (2 May 2003 to 6 Mar 2016)
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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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