Equity And General Financial Services Limited

Reference number: 474163

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

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.

Also trades as 4 other names
  • E & G
  • E&G Financial Services
  • Equity & General
  • Equity & General Financial Services

Company details

From the company's Companies House record.

Company number
03314593
Company status
Active
Company type
Private limited company
Incorporated
7 February 1997 (29 years old)
Registered office
2 Charterhouse Mews, London, EC1M 6BB, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Allen Ernest Bloor Director Feb 1964 1 Mar 2010
Vincenzo De Stefano Director Jan 1961 27 Mar 2019
Lee John Davies Director Sep 1974 17 Sep 2021
Carmine Giuseppe De Stefano Director Jul 1994 20 Mar 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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 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.

Check your FSCS cover →

Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Equity & General Insurance Services Ltd

Names it no longer trades under

This firm has retired 11 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • ARMA Group
  • Equity and General Insurance
  • Equity and General Insurance Services
  • Equity Underwriting Agency
  • E U A
  • Go Protect
  • Go Protect Me
  • Income Enhanced
  • Lets Protect UK
  • Regus Sterling
  • Totus Insurance

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Common questions

Frequently asked questions

Is Equity And General Financial Services Limited FCA authorised?
Yes, Equity And General Financial Services Limited (FRN 474163) is authorised by the FCA to carry out regulated activities.
Is my money safe with Equity And General Financial Services?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Equity And General Financial Services to the Financial Ombudsman Service, free of charge.
Is Equity And General Financial Services a scam or clone?
Equity And General Financial Services is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Equity And General Financial Services's Firm Reference Number (FRN)?
Equity And General Financial Services's FRN is 474163. You can verify it on the FCA register.