The Rechabite Friendly Society Limited

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FRN: 109994
Date authorised: 1 April 2013
Last scraped: 3 weeks ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Healthy Investment

Unit 2

The Old Court House

Tenterden Street

Bury

BL9 0AL

UNITED KINGDOM

Phone

+4401617625790

Web

https://www.healthyinvestment.co.uk
Complaints Contact

Healthy Investment

Unit 2

The Old Court House

Tenterden Street

Bury

BL9 0AL

UNITED KINGDOM

Phone

+4401617625790

What this firm is allowed to do

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

Bank Deposits

For All, Deposit
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- · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Arranges Investments

For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant
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- · 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.
Arranges Asset Safekeeping

For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant
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- · 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.
Manages Insurance Policies

For All, Life and annuity, Linked long-term, Permanent health
Stockbroking

For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant
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- · 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.
Trades With You Directly

For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet
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- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
Issues Insurance

For All, Life and annuity, Linked long-term, Permanent health
Investment Setup

For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant
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- · 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.
Holds Your Assets

For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, 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.

Approved individuals

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

Paul Leslie Helm
IRN PLH00017
- CF21 Investment Adviser (13 Dec 2002 to 30 Aug 2003)
Peter Graeme Wyper
IRN PGW01082
- CF2 Non Executive Director (28 Jul 2008 to 6 Mar 2016)
Peter Green
IRN PXG01136
- SMF1 Chief Executive (since 10 Dec 2018)
- SMF16 Compliance Oversight (since 10 Dec 2018)
- SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
- CF30 Customer (13 Mar 2009 to 31 Dec 2016)
- CF10 Compliance Oversight (2 Jan 2009 to 9 Dec 2018)
- CF3 Chief Executive (24 Oct 2006 to 6 Mar 2016)
- CF1 Director (24 Oct 2006 to 10 Dec 2018)
- CF8 Apportionment and Oversight (24 Oct 2006 to 6 Mar 2016)
Peter John Mayne Smith
IRN PJS01244
- SIMF9 Chairman (7 Mar 2016 to 18 Jun 2016)
- CF2 Non Executive Director (1 Dec 2001 to 6 Mar 2016)
Philip Charles Okell
IRN PCO01007
- SMF14 Senior Independent Director (27 Nov 2019 to 11 Jun 2025)
- SMF12 Chair of the Remuneration Committee (27 Nov 2019 to 11 Jun 2025)
- CF2 Non Executive Director (4 Sep 2015 to 6 Mar 2016)
Robert Earnshaw
IRN RXE01224
- SMF17 Money Laundering Reporting Officer (MLRO) (13 Sep 2019 to 18 Nov 2021)
Roger George Frier
IRN RGF00006
- SMF15 Chair of With Profits Committee (10 Dec 2018 to 30 Jun 2019)
- CF2b Chair of the With-Profits Committee (7 Mar 2016 to 9 Dec 2018)
- CF2 Non Executive Director (7 Mar 2013 to 6 Mar 2016)
Sally Butters
IRN SXB02994
- SMF20 Chief Actuary (since 19 Sep 2025)
- SMF20a With-Profits Actuary (since 19 Sep 2025)
Sanjay Mandla
IRN SXM04303
- SMF17 Money Laundering Reporting Officer (MLRO) (15 Mar 2022 to 11 Mar 2024)
Sazeda Patel
IRN SXP01060
- Director of firm who is not a certification employee or a SMF manager (since 10 Feb 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Parental Choice Limited (no longer appointed)
FRN 580478 · Appointed 2 May 2012 · Until 15 Jul 2013

Recent activity

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

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.