Valley Financial Group Ltd
aka Wise Financial Protection, Thrive, First Time Buyers' Club, Fees Free Mortgages, Valley Financial Group Ltd
About
Home Independent Financial Advice for Individuals and Corporate Businesses WELCOME TO SOMERVILLE FINANCIAL SERVICES Somerville Financial Services was established in 1988 and has consistently provided individual and corporate clients with tailored financial advice. Our team are highly experienced and aim to establish long term client relationships, working as a Strategic Partner. Private Clien...
Source: somervillefs.co.ukContact & Location
Address
Unit 4, Stour Valley Business Centre, Brundon Ln, Sudbury CO10 7GB, UKMore advisers in TendringOpening Hours
Specialisms
Regulated Services
Regulatory Information
- FRN
- 842497
- Status
- Authorised
- Date Authorised
- 24 October 2019
- Years Authorised
- 6 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (15)
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- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Debt-counselling
- ✓Debt Adjusting
- ✓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
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 11898008
- Company Status
- Active
- Incorporation Date
- 21 March 2019
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64922, 64999, 66220
Team (4)
Martin Bright
ApprovedCertifiedAlex Scott
CertifiedKarl Turnbull
ApprovedCertifiedAdrian Nicholas Gooding
No longer required
Quick Facts
- Manningtree, East of England
- 6 years FCA-authorised
- 5 registered individuals
- 4 specialisms
- 15 FCA permissions
- CH 11898008
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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.