Kyle Insurance and Financial Services LLP

• Principal Place of Business

  62 St. Annes Crescent

  Newtownabbey

  County Antrim

  BT36 5JZ

  UNITED KINGDOM

  Phone

  +442890836676

  Web

  https://www.kyleinsurance.co.uk

• Complaints Contact

  62 St. Annes Crescent

  Newtownabbey

  County Antrim

  BT36 5JZ

  UNITED KINGDOM

  Phone

  +442890801982

• P2P Lending Advice

  For Professional, Retail (Investment)

• Investment Advice (no pensions)

  For Commercial, 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

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  • · 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

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

• Arranges Investments

  For Commercial, 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 Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Credit Brokering

• Stockbroking

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, 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.

• Hazel Mary Kyle

  IRN HMK00001

  • SMF27 Partner (1 Apr 2021 to 31 Mar 2026)
• Jacqueline Kyle

  IRN JXK01688

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • SMF27 Partner (since 1 Apr 2021)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• James Kyle

  IRN JXK00014

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Apr 2021)
  • Responsibility for MCD Intermediation (since 1 Apr 2021)
  • SMF16 Compliance Oversight (since 1 Apr 2021)
  • Responsible for Insurance Distribution (since 1 Apr 2021)
  • SMF27 Partner (since 1 Apr 2021)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Leah Kyle

  IRN LXK01404

  • SMF27 Partner (1 Apr 2021 to 31 Mar 2026)
• Stuart James Kyle

  IRN SJK01121

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
  • SMF27 Partner (since 1 Apr 2021)

No changes recorded yet.