The Rechabite Friendly Society Limited

Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

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

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

  • Authorised to Operate

    Show 1 limitation
    • · 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

    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.

  • 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

    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.

  • 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

    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.

  • 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

    Show 1 limitation
    • · 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

    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.

  • 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
    • · 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.

  • Stephen Dixon

    IRN SWD01027

    • SMF20 Chief Actuary (10 Dec 2018 to 1 Sep 2025)
    • SMF20a With-Profits Actuary (10 Dec 2018 to 1 Sep 2025)
    • SIMF20 Chief Actuary Function (7 Mar 2016 to 9 Dec 2018)
    • SIMF21 With-Profits Actuary (7 Mar 2016 to 9 Dec 2018)
    • CF12A With-Profits Actuary (6 Jan 2005 to 6 Mar 2016)
    • CF12 Actuarial (1 Oct 2003 to 6 Mar 2016)
  • Steven Graham Spilsbury

    IRN SGS00008

    • SMF13 Chair of the Nominations Committee (15 Jun 2020 to 15 Jun 2022)
    • SMF9 Chair of the Governing Body (10 Dec 2018 to 15 Jun 2022)
    • SIMF9 Chairman (4 Aug 2016 to 9 Dec 2018)
    • CF2 Non Executive Director (19 Aug 2014 to 6 Mar 2016)
  • Steven Patrick Kelly

    IRN SPK01073

    • SIMF10 Chair of the Risk Committee (7 Mar 2016 to 18 Jun 2016)
    • SIMF14 Senior Independent Director (7 Mar 2016 to 18 Jun 2016)
    • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 18 Jun 2016)
    • CF2 Non Executive Director (1 Oct 2010 to 6 Mar 2016)
  • Susan Margaret Baldwin

    IRN SMB01335

    • SMF10 Chair of the Risk Committee (since 2 Aug 2022)
    • Director of firm who is not a certification employee or a SMF manager (1 Oct 2020 to 2 Aug 2022)
  • Timothy John Birse

    IRN TJB01059

    • SMF9 Chair of the Governing Body (11 Oct 2022 to 11 Jun 2025)
    • SMF10 Chair of the Risk Committee (10 Dec 2018 to 5 Aug 2022)
    • SIMF10 Chair of the Risk Committee (23 Feb 2017 to 9 Dec 2018)
  • William Turnbull

    IRN WXT01036

    • CF1 Director (23 May 2006 to 9 Jun 2006)
    • CF3 Chief Executive (1 Dec 2001 to 9 Jun 2006)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 30 Apr 2006)

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.