Kellands (Bristol) Limited

Date authorised
1 April 2013
Companies House
04038310
Last scraped
3 weeks ago
Watch for changes

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.

  • Kevin James Caple

    IRN KJC00008

    • CF21 Investment Adviser (17 Mar 2004 to 22 Nov 2004)
  • Mark Roper

    IRN MXR00005

    • [FCA CF] Client dealing (9 Dec 2019 to 16 Sep 2020)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Mark Simon Wilson

    IRN MSW00005

    • CF30 Customer (1 Nov 2007 to 12 Aug 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Marvin Adrian Evans

    IRN MAE00014

    • CF24 Pension Transfer Specialist (1 Dec 2001 to 18 Jan 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 18 Jan 2002)
  • Mason Ian Harrison

    IRN MXH00759

    • 9A. Advising on P2P agreements
    • 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)
    • [FCA CF] Client dealing (since 26 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 26 Jun 2023)
  • Matthew John Howcroft

    IRN MJH00075

    • CF2 Non Executive Director (19 Jun 2002 to 1 Dec 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2002)
  • Matthew Leslie Alan Hodges

    IRN MLH01109

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2022)
  • Michael Arthur Thomas

    IRN MAT01118

    • CF22 Investment Adviser (Trainee) (3 Apr 2003 to 6 May 2003)
  • Myles Jacobs

    IRN MHJ00001

    • Responsible for Insurance Distribution (1 Oct 2018 to 14 May 2019)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 14 May 2019)
    • CF30 Customer (1 Nov 2007 to 6 Jun 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF3 Chief Executive (16 May 2002 to 6 Jun 2019)
    • CF8 Apportionment and Oversight (16 May 2002 to 31 Mar 2009)
    • CF10 Compliance Oversight (1 Dec 2001 to 24 Jun 2015)
    • CF1 Director (1 Dec 2001 to 6 Jun 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 14 May 2019)
  • Nicholas Allan MacLachlan

    IRN NAM00001

    • CF30 Customer (1 Nov 2007 to 18 May 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Show more

Recent activity

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

No changes recorded yet.