Kellands (Bristol) Limited

Date authorised
1 April 2013
Companies House
04038310
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Kellands (Bristol) Ltd
    Quays Office Park
    Conference Avenue
    Portishead
    Bristol
    North Somerset
    BS20 7LZ
    UNITED KINGDOM
    Phone
    +4401179004000
    Web
    https://www.kelland.co.uk

  • Complaints Contact

    Kellands (Bristol) Ltd
    Quays Office Park
    Conference Avenue
    Portishead
    Bristol
    North Somerset
    BS20 7LZ
    UNITED KINGDOM
    Phone
    +4401179004000

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For 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
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

  • 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.

  • 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, 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, 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.

  • 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, 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.

  • Aaron Pitt

    IRN AXP76796

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • [FCA CF] Client dealing (since 13 Feb 2020)
    • [FCA CF] Functions requiring qualifications (since 13 Feb 2020)
  • Alan George Rushton

    IRN AGR00003

    • CF21 Investment Adviser (27 Aug 2004 to 22 Sep 2004)
  • Andrew Charles Elskamp

    IRN ACE00003

    • CF30 Customer (1 Nov 2007 to 7 Mar 2012)
    • CF21 Investment Adviser (9 Sep 2005 to 31 Oct 2007)
  • Andrew James Hedger

    IRN AJH00033

    • CF30 Customer (1 Nov 2007 to 14 Nov 2014)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Andrew Jamieson

    IRN AXJ00009

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2022)
  • Andrew Stephen Linton Marshall

    IRN ASM00034

    • CF30 Customer (1 Nov 2007 to 30 May 2012)
    • CF21 Investment Adviser (21 Sep 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Oct 2002 to 21 Sep 2005)
  • Anthony Martin Batt

    IRN AMB00028

    • CF21 Investment Adviser (17 Mar 2004 to 22 Nov 2004)
  • Antony Edward Griffin

    IRN AEG00001

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (29 Sep 2004 to 31 Oct 2007)
  • Carole-Ann Helen Rowley

    IRN CXR17024

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (20 Sep 2019 to 8 Dec 2019)
  • Chris Adams

    IRN CRA00003

    • CF21 Investment Adviser (1 Dec 2001 to 15 Mar 2005)
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Recent activity

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

No changes recorded yet.