Kellands (Hale) Limited

• Principal Place of Business

  198 Ashley Road

  Hale

  Altrincham

  Trafford

  WA15 9SN

  UNITED KINGDOM

  Phone

  +4401619298838

  Web

  https://www.kelland-hale.com

• Complaints Contact

  198 Ashley Road

  Hale

  Altrincham

  Trafford

  WA15 9SN

  UNITED KINGDOM

  Phone

  +4401619298838

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

  For Professional, 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 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 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 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

  Show 1 limitation Hide limitations

  • · the firm may not broker credit for the purpose of increasing the funds available for investment

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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.

• David Andrew Wightman

  IRN DXW00144

  • 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] Client dealing (since 3 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• David Garrett

  IRN DXG01432

  • 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] Client dealing (since 2 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (31 Oct 2011 to 31 Dec 2012)
• Dominic John Baldwin

  IRN DJB00018

  • CF1 Director (18 Feb 2002 to 17 Sep 2004)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 17 Sep 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 14 Dec 2004)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 17 Sep 2004)
  • CF10 Compliance Oversight (1 Dec 2001 to 17 Sep 2004)
• Eddy Chow

  IRN EXC00277

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2023)
• Guy William Antony Kelland

  IRN GWK00002

  • 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 8 Jul 2025)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 17 Apr 2013)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
• Heather Rosanne Bradley

  IRN HRB01026

  • CF30 Customer (18 Aug 2009 to 3 Aug 2011)
• IAN ANTONY BOASMAN

  IRN IAB01082

  • 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
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 2 Jul 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 12 Jul 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Jul 2016 to 8 Dec 2019)
• Ian Martin

  IRN IRM00004

  • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2004)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 1 Jul 2004)
• Ian Potter

  IRN IXP00020

  • CF30 Customer (1 Nov 2007 to 30 Dec 2012)
  • CF21 Investment Adviser (26 May 2005 to 31 Oct 2007)
• James Bernard Mullin

  IRN JBM00005

  • CF21 Investment Adviser (1 Dec 2001 to 4 Dec 2006)

No changes recorded yet.