Date authorised
1 April 2013
Companies House
02231655
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Parrs Bank Buildings
    8-10 Dane Street
    Northwich
    Cheshire
    CW9 5HA
    UNITED KINGDOM
    Phone
    +440160648521
  • Complaints Contact

    Parrs Bank Buildings
    8-10 Dane Street
    Northwich
    Cheshire
    CW9 5HA
    UNITED KINGDOM
    Phone
    +440160648521

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
    • · 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.
  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, 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
    • · 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

    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

  • Arranges Investments

    For Commercial, Professional, 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
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

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

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Benjamin Andrew Ollier

    IRN BAO01009

    • Responsible for Insurance Mediation (3 Dec 2007 to 29 Feb 2008)
    • CF1 Director (3 Dec 2007 to 29 Feb 2008)
  • Beverly Newton

    IRN BXN01151

    • CF30 Customer (20 Jun 2012 to 7 Apr 2016)
  • Christopher Coghlan

    IRN CXC02209

    • [FCA CF] Manager of certification employee (6 Dec 2023 to 9 Dec 2025)
    • SMF3 Executive Director (23 May 2021 to 9 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2020 to 9 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 9 Dec 2025)
    • CF30 Customer (6 Jan 2016 to 8 Dec 2019)
  • Christopher Dafydd Miller

    IRN CDM01098

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Manager of certification employee (since 6 Dec 2023)
    • SMF3 Executive Director (since 23 May 2021)
    • [FCA CF] Client dealing (since 9 Dec 2020)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • CF30 Customer (19 Oct 2012 to 8 Dec 2019)
  • Clive Roland Steggel

    IRN CRS00027

    • SMF16 Compliance Oversight (9 Dec 2019 to 25 Feb 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Feb 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Feb 2026)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 25 Feb 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 25 Feb 2026)
    • SMF3 Executive Director (9 Dec 2019 to 25 Feb 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 25 Feb 2026)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 25 Feb 2026)
    • CF30 Customer (23 May 2008 to 8 Dec 2019)
    • Responsible for Insurance Mediation (29 Apr 2008 to 30 Sep 2018)
    • CF10 Compliance Oversight (3 Dec 2007 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (3 Dec 2007 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (3 Dec 2007 to 31 Mar 2009)
    • CF1 Director (3 Dec 2007 to 8 Dec 2019)
  • Dylan Paul Burrage

    IRN DXB00806

    • 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
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)
    • [FCA CF] Client dealing (since 16 Mar 2026)
  • Garnet Ronander

    IRN GXR01427

    • CF30 Customer (4 Mar 2011 to 20 May 2011)
  • Jonathan Astin

    IRN JXA01498

    • CF30 Customer (3 Dec 2007 to 13 Jun 2013)
    • CF22 Investment Adviser (Trainee) (24 Oct 2007 to 31 Oct 2007)
  • Julia Brown

    IRN JXK00074

    • CF30 Customer (3 Dec 2007 to 29 Feb 2008)
    • CF24 Pension Transfer Specialist (24 Oct 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (24 Oct 2007 to 31 Oct 2007)
  • Kerry Yarwood

    IRN KXY00082

    • SMF3 Executive Director (since 9 Mar 2026)

Recent activity

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

No changes recorded yet.