National Friendly Financial Solutions Limited

Date authorised
1 April 2013
Companies House
05603624
Last scraped
2 weeks ago
Watch for changes

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
    +4407776598245
  • Complaints Contact

    National Friendly
    11-12 Queen Square
    Bristol
    Bristol, City Of
    BS1 4NT
    UNITED KINGDOM
    Phone
    +441172446048

What this firm is allowed to do

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

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

    For Retail (Investment), Stakeholder products

Approved individuals

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

  • Hannah Jane Boxshall

    IRN HJC01046

    • CF30 Customer (27 Jun 2008 to 19 Dec 2008)
  • Ian Geoffrey Talbot

    IRN IGT00019

    • CF1 Director (1 Nov 2010 to 24 Dec 2012)
  • Ian Robert Hill

    IRN IRH00003

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

    IRN JJL01073

    • SMF1 Chief Executive (9 Dec 2019 to 14 Dec 2020)
    • SMF3 Executive Director (9 Dec 2019 to 14 Dec 2020)
    • Responsible for Insurance Distribution (1 Oct 2018 to 14 Dec 2020)
    • CF3 Chief Executive (1 Sep 2011 to 8 Dec 2019)
    • Responsible for Insurance Mediation (11 Nov 2009 to 30 Sep 2018)
    • CF10 Compliance Oversight (1 Jun 2007 to 25 May 2012)
    • CF1 Director (30 Apr 2007 to 8 Dec 2019)
  • Katherine McMahon

    IRN KSC01037

    • CF30 Customer (8 Sep 2009 to 27 Mar 2010)
  • Kenneth Brian Rayner

    IRN KBR01012

    • CF30 Customer (8 Sep 2009 to 8 Sep 2009)
  • Kevin David Lawry

    IRN KXL35345

    • [PRA CF] Key function holder (since 1 Jan 2022)
  • Linda Griffiths

    IRN LXW01169

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

    IRN LOS01008

    • CF30 Customer (8 Sep 2009 to 31 Mar 2010)
  • Magdalena Emilia Lietzau

    IRN MXL00717

    • [FCA CF] Client dealing (22 Apr 2025 to 31 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Dec 2024 to 31 Dec 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.