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Med-Ex Financial Advisory Services Limited

aka Med-Ex Financial Advisory Services Limited

Authorised FRN 484988

About

Helping medical professionals get financial clarity. Book a call Are you clear about: When you’ll be able to retire. How to make the most of your NHS pension.

Source: med-ex.co.uk

Contact & Location

Address
The Grist Mill Top Office, Coldharbour Mill, Coldharbour, Uffculme, Cullompton EX15 3EE, UK
More advisers in Mid Devon
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
5 September 2008
Years Authorised
17 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (17)
Show all permissions
  • Acting as a CBTL arranger
  • Acting as a CBTL advisor
  • CBTL Status
  • CBTL Effective Date
  • Agreeing to carry on a regulated activity
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Debt-counselling
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • Arranging (bringing about) regulated mortgage contracts
  • Advising on 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
04505262
Company Status
Active
Incorporation Date
7 August 2002
Directors
2
Accounts Category
Micro Entity
Last Accounts Filed
31 August 2025
SIC Codes
65110, 65300

Team (9)

  • Nicholas Ian Miles

    ApprovedCertified
  • Diane Miles

    Certified
  • Joy Angela Griffin

    Certified
  • Gary John Barlow

    No longer required
  • Matthew John Seabrook Clark

    ApprovedCertified
  • Deborah Helen Clark

    No longer required
  • Kim Annette Houghton

    Certified
  • Francis John Gates

    No longer required
  • Aimee Laura Milton

    Certified

Quick Facts

  • Cullompton, South West
  • 17 years FCA-authorised
  • 11 registered individuals
  • 5 specialisms
  • 17 FCA permissions
  • CH 04505262

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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.