Key Retirement Solutions Limited

Date authorised
1 April 2013
Companies House
02457440
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Baines House
    4 Midgery Court
    Fulwood
    Preston
    Lancashire
    PR2 9ZH
    UNITED KINGDOM
    Phone
    +4408001884822
    Web
    https://www.keyadvice.co.uk

  • Complaints Contact

    Baines House
    4 Midgery Court
    Fulwood
    Preston
    Lancashire
    PR2 9ZH
    UNITED KINGDOM
    Phone
    +4401772540287

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Negotiation

    Show 1 limitation
    • · Limited to Debt Adjusting on a commercial basis

  • Debt Advice

    Show 1 limitation
    • · Limited to Debt Counselling on a commercial basis

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Trevor David Griffin

    IRN TXG00074

    • CF1 Director (AR) (7 Apr 2022 to 31 May 2023)
    • Appointed representative dealing with clients for which they require qualification (2 Jul 2021 to 31 May 2023)
  • Umar Khan

    IRN UXK00007

    • Appointed representative dealing with clients for which they require qualification (17 Jun 2021 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
  • Vin Lin Dain

    IRN VXD49190

    • [FCA CF] Manager of certification employee (since 8 Feb 2023)
  • Wayne Bruder

    IRN WXB00033

    • [FCA CF] Significant management (9 Dec 2019 to 31 Oct 2023)
  • Will Thom

    IRN WXT00045

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 15 Mar 2022)
    • [FCA CF] Functions requiring qualifications (since 8 Oct 2021)
  • William Benjamin Hale

    IRN WBH01024

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (since 13 Oct 2017)
    • Responsibility for MCD Intermediation (since 18 Aug 2017)
    • SMF4 Chief Risk (28 May 2021 to 12 Dec 2022)
    • SMF16 Compliance Oversight (9 Dec 2019 to 12 Dec 2022)
    • Responsible for Insurance Mediation (8 May 2018 to 30 Sep 2018)
    • CF1 Director (18 Aug 2017 to 8 Dec 2019)
    • CF10 Compliance Oversight (18 Aug 2017 to 8 Dec 2019)
    • CF3 Chief Executive (18 Aug 2017 to 8 Dec 2019)
  • William John Williams

    IRN WJW00020

    • CF30 Customer (1 Nov 2007 to 5 Dec 2008)
    • CF22 Investment Adviser (Trainee) (20 Aug 2007 to 31 Oct 2007)
  • William Mark Shand

    IRN WMS00002

    • Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 17 Mar 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)
  • Zachary Edward Evatt

    IRN ZXE12314

    • CF1 Director (AR) (22 Jan 2021 to 1 Jun 2021)
  • jane adlum

    IRN JXA01917

    • CF30 Customer (16 Jan 2015 to 3 Jul 2015)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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