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

• Sandeep Kaur Richards

  IRN SKR01024

  • CF10 Compliance Oversight (25 May 2012 to 27 May 2016)
• Stephen Richard Bridges

  IRN SRB00007

  • CF30 Customer (8 Sep 2009 to 22 Oct 2013)
• Stuart James McKee

  IRN SJM01516

  • CF30 Customer (22 Apr 2010 to 18 Apr 2011)
• Teresa Margaret Harding

  IRN TMH01091

  • CF1 Director (14 Feb 2012 to 5 Aug 2013)
• Terry William Trinder

  IRN TWT01013

  • CF8 Apportionment and Oversight (13 Jul 2006 to 31 Dec 2007)
  • CF3 Chief Executive (13 Jul 2006 to 31 Dec 2007)
  • CF1 Director (13 Jul 2006 to 21 Feb 2008)
• Tracy Lindsay Morshead

  IRN TLM01014

  • SMF9 Chair of the Governing Body (9 Dec 2019 to 25 May 2021)
  • CF2 Non Executive Director (22 Oct 2013 to 8 Dec 2019)
• Victoria Ann Wentworth

  IRN VAW01029

  • Director of firm who is not a certification employee or a SMF manager (19 Jan 2024 to 3 Sep 2024)
• Wayne Owen Carter

  IRN WOC01001

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 26 Feb 2021)
  • [FCA CF] Significant management (9 Dec 2019 to 26 Feb 2021)

• Southbourne Trading Company Limited (no longer appointed)

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

No changes recorded yet.