The Shepherds Friendly Society Limited

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

    Shepherds Friendly Society
    Hawbank House
    2 High Street
    Cheadle
    Stockport
    SK8 1AL
    UNITED KINGDOM
    Phone
    +441614281212
    Web
    https://www.shepherdsfriendly.co.uk

  • Complaints Contact

    Shepherds Friendly Society
    Hawbank House
    2 High Street
    Cheadle
    Stockport
    SK8 1AL
    UNITED KINGDOM
    Phone
    +441614281212

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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, Non-investment insurance contracts, 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, 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.

  • 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, 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.

  • 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, Non-investment insurance contracts, 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, 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.

  • 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.

  • Michael Law

    IRN MXL00100

    • CF21 Investment Adviser (9 Aug 2006 to 19 Oct 2006)
  • Michael Williams

    IRN MXW01002

    • [FCA CF] Significant management (since 3 Jun 2025)
    • [PRA CF] Key function holder (since 3 Jun 2025)
  • Miriam Mary Dolores Cairns

    IRN MDC00056

    • CF2 Non Executive Director (1 Dec 2001 to 6 Aug 2005)
  • Nasrin Hossain

    IRN NXH17037

    • [FCA CF] Significant management (since 11 Jul 2023)
    • [PRA CF] Key function holder (since 11 Jul 2023)
    • SMF3 Executive Director (20 Sep 2019 to 6 Apr 2023)
  • Neil Tinegate

    IRN NXT00210

    • SMF10 Chair of the Risk Committee (since 1 Jan 2025)
    • Director of firm who is not a certification employee or a SMF manager (since 28 Jun 2022)
    • [FCA CF] Significant management (since 28 Jun 2022)
    • [PRA CF] Key function holder (since 28 Jun 2022)
  • Nemone Louisa Wynn-Evans

    IRN NXW01198

    • SMF9 Chair of the Governing Body (15 Oct 2021 to 31 Dec 2024)
    • SMF10 Chair of the Risk Committee (10 Dec 2018 to 31 Jan 2021)
    • SMF14 Senior Independent Director (10 Dec 2018 to 30 Jun 2021)
    • SIMF14 Senior Independent Director (14 Feb 2017 to 9 Dec 2018)
    • SIMF10 Chair of the Risk Committee (7 Mar 2016 to 9 Dec 2018)
    • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 17 Jan 2017)
    • CF2 Non Executive Director (27 Nov 2013 to 6 Mar 2016)
  • Nigel Silby

    IRN NFS01021

    • CF12 Actuarial (1 Dec 2001 to 27 Oct 2003)
  • Nigel Stuart Briggs

    IRN NSB00002

    • Responsible for Insurance Mediation (14 Jan 2005 to 14 Mar 2006)
    • CF16 Significant Mgt (Desgntd Investment Business) (3 Sep 2003 to 31 Jul 2006)
  • Nilesh Patel

    IRN NXP01197

    • CF21 Investment Adviser (29 Aug 2006 to 7 Sep 2006)
    • CF22 Investment Adviser (Trainee) (17 Feb 2004 to 6 Dec 2004)
  • Oliver Walter Laird

    IRN OWL01000

    • SMF11 Chair of the Audit Committee (since 11 Jun 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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