National Friendly Financial Solutions Limited

• Principal Place of Business

  National Friendly

  11-12 Queen Square

  Bristol

  Bristol, City Of

  BS1 4NT

  UNITED KINGDOM

  Phone

  +4407776598245

  Web

  https://www.nffs.co.uk

• Complaints Contact

  National Friendly

  11-12 Queen Square

  Bristol

  Bristol, City Of

  BS1 4NT

  UNITED KINGDOM

  Phone

  +441172446048

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · 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.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling with no debt management activity
  • · Limited to debt counselling which is provided in connection with investment advice,second charge mortgages, buy-to-let mortgages and advising individuals planning for income in retirement.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• Alan Hugh Gledhill

  IRN AHG00006

  • Responsible for Insurance Mediation (6 Apr 2009 to 1 Nov 2009)
  • CF1 Director (13 Jul 2006 to 1 Nov 2009)
• Alexander Andreas Stavri

  IRN AAS01089

  • CF30 Customer (8 Sep 2009 to 3 May 2010)
• Alun Rhys Thomas

  IRN ART01104

  • CF1 Director (11 Jan 2010 to 17 Sep 2011)
• Andrew Ian Pearson

  IRN AIP01021

  • CF29 Significant management (31 Jul 2012 to 21 Mar 2014)
• Andrew Millward

  IRN AXM02637

  • CF30 Customer (8 Sep 2009 to 30 Jul 2010)
• Angela Skuse

  IRN AXS00328

  • CF30 Customer (8 Sep 2009 to 8 Sep 2009)
• Brendan Kevin Boland

  IRN BKC00003

  • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
  • CF21 Investment Adviser (25 Oct 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (10 Sep 2007 to 25 Oct 2007)
• Carolyn Ann Rivers

  IRN CAR01121

  • CF30 Customer (8 Sep 2009 to 30 Mar 2010)
• Christopher Anthony Nutt

  IRN CAN01026

  • 11. Pension transfer specialist
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (8 Sep 2009 to 8 Dec 2019)
• Christopher Michael Ward

  IRN CMW00030

  • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
  • CF21 Investment Adviser (13 Jul 2006 to 31 Oct 2007)

• Southbourne Trading Company Limited (no longer appointed)

  FRN 599001 · Appointed 25 Oct 2013 · Until 29 Jan 2015

No changes recorded yet.