Wiltshire Friendly Society Limited

• Principal Place of Business

  Wiltshire Friendly Society

  3 Holloway House

  Epsom Square

  White Horse Business Park

  Trowbridge

  Wiltshire

  BA14 0XG

  UNITED KINGDOM

  Phone

  +4401225752120

  Web

  https://www.wiltshirefriendly.com

• Complaints Contact

  Wiltshire Friendly Society

  3 Holloway House

  Epsom Square

  White Horse Business Park

  Trowbridge

  Wiltshire

  BA14 0XG

  UNITED KINGDOM

  Phone

  +4401225752120

• 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.

• P2P Lending Advice

  For Professional, Retail (Investment)

• Investment Advice (no pensions)

  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.

• 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, 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, 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 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.

• 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.

• Alan Albert Johnson

  IRN AAJ00003

  • CF2 Non Executive Director (1 Dec 2001 to 17 Jun 2008)
• Alan George Godfrey

  IRN AGG00005

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2020)
  • CF30 Customer (1 Nov 2007 to 9 Dec 2018)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Andrew John Dyer

  IRN AXD00740

  • Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2023)
• Anthony Roger Hawkins

  IRN ARH00009

  • CF1 Director (1 Dec 2001 to 25 Jun 2002)
• Antony John West

  IRN AJW00037

  • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2002)
• Antony Peter Wood

  IRN APW00057

  • CF21 Investment Adviser (1 Dec 2001 to 30 Jun 2002)
• Brian Roy Hounsell

  IRN BRH00006

  • CF2 Non Executive Director (1 Dec 2001 to 25 Jun 2002)
• Caroline Jane Whitehead

  IRN CXW57035

  • SMF25 Small Insurer Senior Management Function (since 8 Mar 2022)
  • [FCA CF] Significant management (since 9 Dec 2019)
• Christopher Gould

  IRN CXG00290

  • Director of firm who is not a certification employee or a SMF manager (since 9 May 2022)
  • [FCA CF] Significant management (1 Oct 2021 to 8 May 2022)
• Christopher Joseph Gough

  IRN CXG00430

  • Director of firm who is not a certification employee or a SMF manager (since 1 Mar 2023)

• Wessex Association of Chambers of Commerce

  FRN 597319 · Appointed 26 Mar 2015

• Fredericks Foundation (no longer appointed)

  FRN 716564 · Appointed 14 Sep 2015 · Until 30 Mar 2017

No changes recorded yet.