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.

  • Nicholas James O'Keeffe

    IRN NJO01022

    • CF21 Investment Adviser (17 Mar 2004 to 16 Sep 2004)
  • Nicholas Robert Joseph Porter

    IRN NJP00014

    • CF21 Investment Adviser (1 Dec 2001 to 15 Nov 2002)
  • Paul Bryant

    IRN PXB02151

    • Director of firm who is not a certification employee or a SMF manager (4 Jan 2021 to 1 Aug 2022)
    • CF10 Compliance Oversight (10 Jun 2015 to 7 Oct 2016)
  • Peter Charles Ball

    IRN PCB00002

    • CF30 Customer (1 Nov 2007 to 1 Jul 2019)
    • CF2 Non Executive Director (16 May 2002 to 9 Mar 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 26 Aug 2002)
  • Peter Houghton Sedgwick

    IRN PHS00001

    • CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2004)
  • Philip Chapman

    IRN PXC00010

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 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 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (28 Apr 2014 to 8 Dec 2019)
  • Rebeca Barwick-Barrett

    IRN RXB02719

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2024)
    • CF30 Customer (16 May 2017 to 8 Dec 2019)
  • Robert Dunn

    IRN RXD00077

    • CF21 Investment Adviser (29 Apr 2002 to 20 Sep 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 29 Apr 2002)
  • Robin Edward Stoakley

    IRN RES01036

    • CF2 Non Executive Director (16 Jul 2019 to 17 Jul 2019)
  • Robin John Greensted Hewitt

    IRN RXH16444

    • CF2 Non Executive Director (30 Jul 2019 to 8 Dec 2019)
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Recent activity

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

No changes recorded yet.