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.

• Jamie Matthew Moynihan

  IRN JMM01388

  • CF30 Customer (1 Jul 2012 to 21 Dec 2012)
• Jamie PARKER

  IRN JXP02498

  • CF30 Customer (1 Jul 2016 to 25 Aug 2017)
• Jennifer Claire Skehan

  IRN JCS01209

  • 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)
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 3 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 27 Apr 2021)
• Joshua Michael Hewitt

  IRN JXH21061

  • 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 3 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (3 Oct 2019 to 8 Dec 2019)
• Kenneth McNab

  IRN KXM00005

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 13 Mar 2024)
  • SMF3 Executive Director (9 Dec 2019 to 13 Mar 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jul 2025)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (23 Sep 2005 to 31 Oct 2007)
  • CF11 Money Laundering Reporting (23 Feb 2005 to 23 Feb 2006)
  • CF8 Apportionment and Oversight (23 Feb 2005 to 23 Feb 2006)
  • CF10 Compliance Oversight (23 Feb 2005 to 23 Feb 2006)
  • CF1 Director (23 Feb 2005 to 23 Feb 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Loretta Biasetti Mooney

  IRN LBM00002

  • 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 4 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Dec 2009 to 8 Dec 2019)
• Malcolm Grahame Dunn

  IRN MGD00003

  • CF21 Investment Adviser (16 Sep 2002 to 1 Dec 2004)
• Mark Anthony Ball

  IRN MAB00042

  • CF21 Investment Adviser (1 Dec 2001 to 8 Jun 2003)
• Matthew Dennis Dawson

  IRN MDD00005

  • 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 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (24 Feb 2006 to 31 Oct 2007)
• Myles Jacobs

  IRN MHJ00001

  • CF1 Director (12 Oct 2015 to 22 Aug 2016)

No changes recorded yet.