Key Retirement Solutions Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Baines House4 Midgery CourtFulwoodPrestonLancashirePR2 9ZHUNITED KINGDOM- Phone
- +4408001884822
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Complaints Contact
Baines House4 Midgery CourtFulwoodPrestonLancashirePR2 9ZHUNITED KINGDOM- Phone
- +4401772540287
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Negotiation
Show 1 limitation Hide limitations
- · Limited to Debt Adjusting on a commercial basis
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Debt Advice
Show 1 limitation Hide limitations
- · Limited to Debt Counselling on a commercial basis
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Credit Score Services
Show 1 limitation Hide limitations
- · This permission is limited to not carrying out credit repair services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Gary Sargeant
IRN GXS00255
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2021)
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Gavin John Charles
IRN GXC00206
- Appointed representative dealing with clients for which they require qualification (15 Jul 2020 to 29 Aug 2024)
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Geoff Hunter
IRN GXH00047
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jan 2020)
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Geoffrey Neil Bell
IRN GNB01033
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 18 Oct 2021)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
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George Ernest Bell
IRN GEB00020
- CF1 Director (AR) (22 Jan 2021 to 1 Jun 2021)
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George Shaw Knowles
IRN GXS00244
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 28 Mar 2023)
- Appointed representative dealing with clients for which they require qualification (since 6 Jan 2020)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)
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George Wotton
IRN GXW00009
- CF30 Customer (1 Nov 2007 to 18 Dec 2009)
- CF21 Investment Adviser (25 Oct 2004 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (6 Apr 2004 to 25 Oct 2004)
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Georgina Callaghan
IRN GXC00353
- SMF24 Chief Operations (1 Dec 2023 to 31 Jan 2025)
- [FCA CF] Significant management (15 Feb 2022 to 10 Jul 2024)
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Gillian Kent
IRN GXK00067
- Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 8 Aug 2024)
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Gillian Ray
IRN GXR00105
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 5 Apr 2023)
- Appointed representative dealing with clients for which they require qualification (since 6 Jan 2020)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Key Advice Solutions Limited
FRN 979290 · Appointed 18 Jul 2022
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Tere Advisers LTD
FRN 916047 · Appointed 30 Oct 2019
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MODERN LENDING ADVISERS LIMITED
FRN 796140 · Appointed 11 Dec 2017
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The Retirement Lending Advisers
FRN 712034 · Appointed 29 Jul 2015
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Northstand Financial Solutions Limited (no longer appointed)
FRN 953809 · Appointed 29 Jun 2021 · Until 31 Mar 2023
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Occupational Retirement Review Limited (no longer appointed)
FRN 953175 · Appointed 18 Jun 2021 · Until 25 Oct 2021
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.