Kellands (Bristol) Limited

• 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

• 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

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  • · 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

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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 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 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.

• 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 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.

• Stephen Christopher Mark Kelland

  IRN SMK00011

  • SMF16 Compliance Oversight (since 13 Oct 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 Oct 2021)
  • SMF3 Executive Director (since 11 Jun 2021)
  • SMF1 Chief Executive (since 9 Dec 2019)
  • CF3 Chief Executive (25 Jun 2015 to 8 Dec 2019)
  • CF2 Non Executive Director (21 May 2002 to 25 Jun 2015)
  • CF1 Director (1 Dec 2001 to 21 May 2002)
  • CF21 Investment Adviser (1 Dec 2001 to 21 May 2002)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 21 May 2002)
• Steven John Merry

  IRN SJM01355

  • CF30 Customer (1 Nov 2007 to 9 Dec 2010)
  • CF21 Investment Adviser (6 Apr 2004 to 31 Oct 2007)
• Stuart Colin Bushell

  IRN SCB01122

  • CF30 Customer (24 Jan 2008 to 5 Jun 2013)
• Stuart Spencer Whitaker

  IRN SSW00001

  • CF21 Investment Adviser (17 Mar 2004 to 22 Nov 2004)
• Terence Arthur Stone

  IRN TAS00003

  • CF21 Investment Adviser (1 Dec 2001 to 6 May 2003)
• Thomas Frederick Binstead

  IRN TFB01029

  • 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 (4 Sep 2019 to 8 Dec 2019)
• Thomas Oliver Buss

  IRN TOB01007

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Feb 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 3 Feb 2022)
  • CF30 Customer (17 Aug 2012 to 8 Dec 2019)
• Thomas Reginald Beaver Roberts

  IRN TRR00001

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Nov 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Nov 2021)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• William David Champion-Pritchett

  IRN WXP00046

  • 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)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 26 Jun 2023)
  • [FCA CF] Client dealing (since 26 Jun 2023)

No changes recorded yet.