Nancherro Limited

• Principal Place of Business

  S G Financial Services

  1c Preston New Road

  Churchtown

  Southport

  Merseyside

  PR9 8PB

  UNITED KINGDOM

  Phone

  +441704549935

  Web

  https://www.sg-fs.com

• Complaints Contact

  Chase de Vere Financial Advisers Limited

  6th Floor

  8 Exchange Quay

  Salford

  M5 3EJ

  UNITED KINGDOM

  Phone

  +443456092002

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• 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.

• 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.

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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.

• Kathleen Mary Gallagher

  IRN KMG00015

  • SMF1 Chief Executive (since 24 Jul 2024)
  • SMF3 Executive Director (since 24 Jul 2024)
• Kevin Hugh Owen

  IRN KHO00001

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Apr 2020)
  • CF30 Customer (27 Mar 2015 to 8 Dec 2019)
• Martin Sharp

  IRN MJS00086

  • [FCA CF] Client dealing (9 Dec 2019 to 5 Apr 2022)
  • CF30 Customer (27 Mar 2015 to 8 Dec 2019)
• Matthew Stanton

  IRN MXS13494

  • [FCA CF] Functions requiring qualifications (7 Dec 2021 to 25 Aug 2022)
  • [FCA CF] Client dealing (7 Dec 2021 to 25 Aug 2022)
• Michael John Hornby

  IRN MJH01591

  • CF30 Customer (27 Mar 2015 to 10 Jan 2017)
• Natalie Green

  IRN NXG01542

  • SMF3 Executive Director (9 Dec 2019 to 16 Jul 2024)
  • CF1 Director (28 Jun 2018 to 8 Dec 2019)
• Niall Williams

  IRN NXW01454

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 May 2018 to 8 Dec 2019)
• Paul Douglas Christopherson

  IRN PDC00008

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Jul 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Jul 2024)
  • CF30 Customer (24 Apr 2015 to 8 Dec 2019)
• Paul Richard Fletcher

  IRN PRF00004

  • CF30 Customer (1 Apr 2015 to 19 Jun 2015)
• Peter Mangham-Jones

  IRN PXM02739

  • CF30 Customer (27 May 2016 to 27 Sep 2016)

• JC & G Coombs Ltd (no longer appointed)

  FRN 402298 · Appointed 18 May 2016 · Until 21 Sep 2016

No changes recorded yet.