K & M Financial Advisors Limited
aka K & M Financial Advisors Limited
About
Skip to content Welcome to K&M Financial Advisors Who we are Based in Rawtenstall, in the heart of Lancashire, K&M Financial Advisors Ltd are a firm of Independent Financial Advisors who provide a professional and comprehensive advice service in all areas of personal finance. The areas in which we specialise are: Retirement Planning Investments Mortgages Protection How we operate During our fi...
Source: kmfinancial.netContact & Location
Address
45C Bank St, Rawtenstall, Rossendale BB4 7QN, UKMore advisers in RossendaleOpening Hours
Regulated Services
Regulatory Information
- FRN
- 231578
- Status
- Authorised
- Date Authorised
- 26 May 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (15)
Show all permissionsHide permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05009923
- Company Status
- Active
- Incorporation Date
- 8 January 2004
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (5)
Lee James Kershaw
ApprovedCertifiedPeter William Mulderrig
ApprovedCertifiedAnthony Frank Greenwood
CertifiedMartin Gerard Edward O'Neill
No longer requiredTimothy Martin Farragher
Certified
Google Reviews
6 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Rossendale, North West
- 21 years FCA-authorised
- 7 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 05009923
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.