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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.com

Contact & Location

Address
15 Gold Hill, Shaftesbury SP7 8HB, UK
More advisers in Dorset
Opening 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

Regulatory Information

Status
Authorised
Date Authorised
28 November 2005
Years Authorised
20 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (6)
Show all 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

    ApprovedCertified
  • Owen Sekree

    ApprovedCertified
  • Kimberley Sare

    Certified
  • Keith 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.