Parker Kelly Financial Services Limited

Reference number: 692552

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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.

In the full report: 3 background checks

  • When parkerkelly.co.uk first appeared online, and whether it can receive email
  • What kind of line 0151 236 7838 is
  • Who else gives the postcode L2 5RL
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Other names (1)

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

  • DW Financial Services Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing basic advice on stakeholder products

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
29 May 2012 (14 years old)
Registered office
3rd Floor No. 1 Temple Square, 24 Dale Street, Liverpool, L2 5RL, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Kelly Director Oct 1979 1 Aug 2020 1 other company
John Kelly Director Jul 1983 1 Aug 2020 None
Patricia Kelly Director Jul 1953 19 Jan 2022 None

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£246k

+9.8% from £224k

Cash at bank

£99.8k

−13% from £115k

Employees (average)

13

+18% from 11

Owed within a year

£92.3k

−25% from £122k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 08087816. 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

Parker Kelly Financial Services’s history from the FCA register and Companies House, newest first.

2024

1 December 2024

  • Estate Of Paul Anthony Kelly gave up control

Companies House

2019

15 May 2019

  • Ian Michael Parker stopped being a part-owner

Companies House

2016

1 July 2016

  • Estate Of Paul Anthony Kelly took control (50–75% of shares)
  • Ian Michael Parker became a part-owner (25–50% of shares)

Companies House

4 January 2016

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

2012

29 May 2012

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (8 shown here)
  • Every director appointment and resignation: 9
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Firms connected to Parker Kelly Financial Services

Other FCA-listed firms that share a director, phone number or address with Parker Kelly Financial Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Parker Kelly Financial Services

Other firms of the same type (pension transfer adviser), nearest first.

In Liverpool

Elsewhere in the UK

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 Parker Kelly Financial Services

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 20 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Parker Kelly Financial Services Limited FCA authorised?
Yes, Parker Kelly Financial Services Limited (FRN 692552) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2016 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.
What is Parker Kelly Financial Services’ phone number and website?
The FCA register lists the phone number 0151 236 7838 and the website parkerkelly.co.uk for Parker Kelly Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Parker Kelly Financial Services a scam or clone?
Parker Kelly Financial Services 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 Parker Kelly Financial Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Parker Kelly Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Parker Kelly Financial Services?
Companies House lists no one with significant control of Parker Kelly Financial Services now. Before that, it was controlled by Mr Ian Michael Parker and Estate Of Paul Anthony Kelly.
Who runs Parker Kelly Financial Services?
Companies House lists 3 directors of Parker Kelly Financial Services: Andrew Kelly, John Kelly and Patricia Kelly.
How long has Parker Kelly Financial Services been in business?
The company was formed on 29 May 2012, and has held its current FCA authorisation since January 2016.
What do Parker Kelly Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £246k (+9.8% from £224k) and cash at bank of £99.8k (−13% from £115k).
Does Parker Kelly Financial Services use any other names?
It trades as DW Financial Services.

Sources and links

The full report on Parker Kelly Financial Services Limited

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