GILBERT STEPHENS FINANCIAL SERVICES LIMITED

Reference number: 579899

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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.

Company details

From the company's Companies House record.

Company number
04812616
Company status
Active
Company type
Private limited company
Incorporated
26 June 2003 (23 years old)
Registered office
17 Southernhay East, Exeter, Devon, EX1 1QE
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Richard Alistair Heron Director May 1956 21 Dec 2015
Jonathan Ian Cave Director Nov 1987 1 Jul 2022
Catherine Leah Rosewell Director Aug 1978 1 Jul 2022
Wyatt Loake Director Nov 1970 19 Jun 2024
Victoria Thompson Director Apr 1963 19 Jun 2024
Richard Alistair Heron Secretary Not published 1 Jul 2011

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 · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.

Check your FSCS cover →

Show FCA detail (12 permissions)
  • Acting as a CBTL advisor
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to a home reversion plan
  • 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

Action taken against them

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Common questions

Frequently asked questions

Is GILBERT STEPHENS FINANCIAL SERVICES LIMITED FCA authorised?
Yes, GILBERT STEPHENS FINANCIAL SERVICES LIMITED (FRN 579899) is authorised by the FCA to carry out regulated activities.
Is my money safe with GILBERT STEPHENS FINANCIAL SERVICES?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about GILBERT STEPHENS FINANCIAL SERVICES to the Financial Ombudsman Service, free of charge.
Is GILBERT STEPHENS FINANCIAL SERVICES a scam or clone?
GILBERT STEPHENS 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 GILBERT STEPHENS FINANCIAL SERVICES's Firm Reference Number (FRN)?
GILBERT STEPHENS FINANCIAL SERVICES's FRN is 579899. You can verify it on the FCA register.