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.

  • Clive Merrick

    IRN CXM00021

    • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
    • CF21 Investment Adviser (8 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Nov 2006 to 8 Jun 2007)
  • Craig Richards

    IRN CXR01366

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Feb 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Feb 2022)
    • CF30 Customer (3 Aug 2015 to 8 Dec 2019)
  • Dalpatbhai Lallubhai Mistry

    IRN DXM00069

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

    IRN DXN00024

    • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
    • CF21 Investment Adviser (28 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Apr 2007 to 28 Jun 2007)
  • Elizabeth Ann Thompson

    IRN EXT00083

    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Nov 2021 to 31 Jul 2025)
    • SMF16 Compliance Oversight (1 Nov 2021 to 31 Jul 2025)
  • Fay Elaine Randall

    IRN FER01004

    • CF11 Money Laundering Reporting (13 Jul 2006 to 1 Aug 2012)
  • Gary Frederick Hicks

    IRN GFH00001

    • CF1 Director (13 Jul 2006 to 1 Apr 2009)
    • CF10 Compliance Oversight (13 Jul 2006 to 1 Jun 2007)
    • Responsible for Insurance Mediation (13 Jul 2006 to 1 Apr 2009)
  • Gavin Welsh

    IRN GRW01098

    • CF30 Customer (15 Oct 2014 to 17 Jun 2016)
  • Geoffrey Ralph Higham

    IRN GRH00011

    • CF1 Director (13 Jul 2006 to 30 Apr 2007)
  • Graham Lloyd Singleton

    IRN GLS01020

    • SMF1 Chief Executive (since 8 Jun 2021)

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.