3-S Financial Management
aka Taoi, Guided Financial, EZ ISA, 3-S Financial Management
Authorised
FRN 439768
About
Gain money confidence. Set yourself free. We give our clients the financial confidence to live life to the full.
Source: 3-sfinancial.comContact & Location
Address
15 Gold Hill, Shaftesbury SP7 8HB, UKMore advisers in DorsetOpening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulated Services
Pension Transfer Advice
Pension Advice
Investment Advice
Regulatory Information
- FRN
- 439768
- Status
- Authorised
- Date Authorised
- 28 November 2005
- Years Authorised
- 20 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (6)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 11010145
- Company Status
- Active
- Incorporation Date
- 12 October 2017
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 October 2024
- SIC Codes
- 64205
Team (4)
Mark Alexander Sekree
ApprovedCertifiedOwen Sekree
ApprovedCertifiedKimberley Sare
CertifiedKeith Howard Sekree
No longer required
Quick Facts
- Shaftesbury, South West
- 20 years FCA-authorised
- 6 registered individuals
- 3 specialisms
- 6 FCA permissions
- CH 11010145
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.