National Friendly Financial Solutions Limited

Date authorised
1 April 2013
Companies House
05603624
Last scraped
2 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
    +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

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.

  • 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)

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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