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.

• Paul Bernard Mullin

  IRN PBM00018

  • CF30 Customer (9 Jul 2012 to 1 Jul 2015)
  • CF21 Investment Adviser (14 Mar 2003 to 4 Dec 2006)
• Paul Bryant

  IRN PXB02151

  • CF10 Compliance Oversight (6 Jul 2015 to 22 Aug 2016)
• Paul Edwards

  IRN PXE00126

  • SMF3 Executive Director (since 5 Apr 2024)
• Phil Lane

  IRN PXL00425

  • 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] Functions requiring qualifications (since 23 Feb 2026)
  • [FCA CF] Client dealing (since 23 Feb 2026)
• Philippa Valentine Smith

  IRN PVS01022

  • CF30 Customer (5 Jul 2012 to 31 Dec 2015)
• Raymond James Miller

  IRN RJM00046

  • CF21 Investment Adviser (28 Feb 2002 to 25 Jun 2002)
• Richard Marcus James Bridge

  IRN RMB00076

  • CF30 Customer (13 Mar 2008 to 28 Jul 2011)
• Stephen Christopher Mark Kelland

  IRN SMK00011

  • SMF1 Chief Executive (9 Dec 2019 to 1 Jul 2021)
  • CF3 Chief Executive (14 Jul 2015 to 8 Dec 2019)
• Steven Harvey Pye

  IRN SHP01015

  • CF30 Customer (1 Nov 2007 to 24 Jun 2008)
  • CF21 Investment Adviser (17 Aug 2007 to 31 Oct 2007)
• Stuart Gavin Johnson

  IRN SGJ00019

  • CF24 Pension Transfer Specialist (1 Dec 2001 to 30 Aug 2005)
  • CF21 Investment Adviser (1 Dec 2001 to 30 Aug 2005)

No changes recorded yet.