Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
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.
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No website on the FCA register
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Phone number
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Address
4 Church View, Sedgefield, Stockton-on-Tees, Durham, TS21 2AY, United Kingdom
In the full report: 2 background checks
- What kind of line 01740 620880 is
- Who else gives the postcode TS21 2AY
Other names (5)
If you were contacted under any of these names, it is this firm.
- AIM WEALTH MANAGEMENT Trading name: A name it trades under now.
- Andrea Irving-Morse Financial Solutions Former trading name: A name it used to trade under.
- Morse McCulloch Associates Former trading name: A name it used to trade under.
- Serene Financial Solutions Former trading name: A name it used to trade under.
- Serine Life Time Financial Solutions Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- 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
- Credit Broking
- 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
FCA disciplinary action
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 09991858 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 8 February 2016 (10 years old)
- Registered office
- 4 Church View, Sedgefield, Co. Durham, TS21 2AY, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Andrea Irving-Morse | Director | Jun 1970 | 8 Feb 2016 | None |
| John Morse | Secretary | Not published | 1 Oct 2021 | – |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
£795
−74% from £3,056
Cash at bank
£26.8k
+9.8% from £24.4k
Employees (average)
5
Same as 5
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 09991858. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Andrea Irving-Morse Associates’s history from the FCA register and Companies House, newest first.
2020
14 September 2020
- Changed its registered name from "Andrea Irving Morse Associates Limited"
FCA register
2016
15 December 2016
- Regulated by the FCA from this date
- FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
- Became authorised by the FCA
FCA register
6 April 2016
- Andrea Irving-Morse took control (75–100% of shares)
Companies House
8 February 2016
- Incorporated at Companies House
Companies House
In the full report: all 20 events
- All 20 events in its history (6 shown here)
- Every director appointment and resignation: 1
Firms like Andrea Irving-Morse Associates
Other firms of the same type (financial adviser), nearest first.
In Stockton-on-Tees
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Andrea Irving-Morse Associates
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 20 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk