Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Phone number
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Address
Woodstock, Blundering Lane, Stalybridge, Greater Manchester, SK15 2ST, United Kingdom
In the full report: 3 background checks
- When obrienfp.co.uk first appeared online, and whether it can receive email
- What kind of line 07854 496403 is
- Who else gives the postcode SK15 2ST
Other names (1)
If you were contacted under any of these names, it is this firm.
- O'Brien Financial Planning Trading name: A name it trades under now.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Debt-counselling
- Making arrangements with a view to transactions in investments
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.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 10114604 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 April 2016 (10 years old)
- Registered office
- 106 Windsor Road, Denton, Manchester, M34 2HE, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Kevin Anthony O'Brien | Director | Jun 1955 | 10 Apr 2016 | None |
| Ronan Stephen O'Brien | Director | Jul 1981 | 10 Apr 2016 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£412k
+15% from £357k
Owed within a year
£100k
−23% from £130k
Assets and liabilities
In the full report: all 8 years of accounts
- Every year from 2019 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 10114604. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
O'Brien Associates’s history from the FCA register and Companies House, newest first.
2021
31 January 2021
- Ronan Stephen O'Brien became a part-owner (25–50% of shares)
Companies House
2017
5 January 2017
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2016
10 April 2016
- Incorporated at Companies House
- Kevin Anthony O'Brien became a part-owner (25–50% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (5 shown here)
- Every director appointment and resignation: 2
Firms like O'Brien Associates
Other firms of the same type (financial adviser), nearest first.
In Stalybridge
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 O'Brien Associates
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 8 years of accounts, charted
- All 10 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk