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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Sohail Patel
IRN SXP00314
- 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 10 Mar 2021)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Mar 2021)
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Stephen Gordon Watkins
IRN SGW00011
- Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 4 Jan 2021)
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Stephen Ian Yaffe
IRN SIY00001
- CF30 Customer (28 Oct 2009 to 18 Dec 2009)
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Stephen James Groves
IRN SJG00115
- SMF7 Group Entity Senior Manager (since 28 May 2021)
- SMF9 Chair of the Governing Body (since 9 Dec 2019)
- CF2 Non Executive Director (21 Dec 2017 to 8 Dec 2019)
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Stephen James Kay-Jones
IRN SJK01138
- Appointed representative dealing with clients for which they require qualification (15 Dec 2022 to 27 Apr 2024)
- CF1 Director (AR) (17 Nov 2022 to 27 Apr 2024)
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Stephen Lucas
IRN SXL00234
- [FCA CF] Functions requiring qualifications (29 Mar 2023 to 20 May 2024)
- Appointed representative dealing with clients for which they require qualification (13 Sep 2021 to 20 May 2024)
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Stephen Mark Francis
IRN SMF00017
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 15 Nov 2021)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
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Stephen Mark Garton
IRN SMG01145
- Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 3 Mar 2023)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Mar 2023)
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Stephen Paul Dale
IRN SPD00042
- Appointed representative dealing with clients for which they require qualification (30 May 2022 to 29 Aug 2024)
- [FCA CF] Functions requiring qualifications (19 May 2022 to 28 Mar 2023)
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Stephen Peter Alger
IRN SPA01057
- CF1 Director (AR) (2 Nov 2020 to 18 Aug 2022)
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.