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
Regulatory Information
- FRN
- 231578
- Status
- Authorised
- Date Authorised
- 26 May 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all 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
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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.