Peter David Kelley

Reference number: 1015345

Instant download

Introducer appointed representative

Peter David Kelley can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

CBC UK Limited Reference number: 145164 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Peter David Kelley (FRN 1015345) introduces customers to CBC UK Limited (FRN 145164). Any regulated advice or arranging is done by the principal, not Peter David Kelley.
  • Example: if Peter David Kelley refers you to a financial adviser, the advice should come from the principal firm, not from Peter David Kelley itself.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07974 570810

  • Address

    Meadow Barn, Broadway Road, Willersey, Broadway, Gloucestershire, WR12 7PH, United Kingdom

In the full report: 2 background checks

  • What kind of line 07974 570810 is
  • Who else gives the postcode WR12 7PH
Instant PDF download
Other names (2)

If you were contacted under any of these names, it is this firm.

  • David Kelley & Co Chartered Accountants Trading name
  • Peter Kelley Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through CBC UK Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Peter David Kelley’s history from the FCA register and Companies House, newest first.

2026

30 July 2026

  • Began trading as "David Kelley & Co Chartered Accountants"

FCA register

2024

28 June 2024

  • Became an introducer appointed representative
  • Began trading as "Peter Kelley"

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Peter David Kelley

Other firms of the same type (insurance broker), nearest first.

In Broadway

Auto-Sleepers Group LimitedBroadwayAuthorised

In the Worcester (WR) postcode area

K3 Health LtdWorcesterAppointed representativeTR Health LimitedWorcesterAppointed representative4U2B LimitedWorcesterAppointed representativeAlpha Commercial Brokers LtdEveshamAppointed representativeAndrew LloydDroitwichAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Peter David Kelley

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details
  • All 3 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Peter David Kelley FCA authorised?
Peter David Kelley (FRN 1015345) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Peter David Kelley?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Peter David Kelley (FRN 1015345) introduces customers to CBC UK Limited (FRN 145164). Any regulated advice or arranging is done by the principal, not Peter David Kelley. Example: if Peter David Kelley refers you to a financial adviser, the advice should come from the principal firm, not from Peter David Kelley itself. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Peter David Kelley’s phone number?
The FCA register lists the phone number 07974 570810 for Peter David Kelley. If you were given different contact details, use these to check with the firm before going any further.
Is Peter David Kelley a scam or clone?
Peter David Kelley is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Peter David Kelley?
Protection works through CBC UK Limited, the principal firm responsible for Peter David Kelley's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Peter David Kelley use any other names?
It trades as David Kelley & Co Chartered Accountants and Peter Kelley.

Sources and links

The full report on Peter David Kelley

£19.99 · Instant PDF download

Loading secure checkout…