Dr David Smith Financial Services Ltd

Reference number: 1041953

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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.

  • No website on the FCA register

  • Phone number

    01422 202380

  • Address

    Dr David Smith Financial Services LTD, 85 Bramley Lane, Lightcliffe, Halifax, West Yorkshire, HX3 8NS, United Kingdom

In the full report: 2 background checks

  • What kind of line 01422 202380 is
  • Who else gives the postcode HX3 8NS
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FCA permissions and consumer protection

  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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
16198073
Company status
Active
Company type
Private limited company
Incorporated
21 January 2025 (1 year old)
Registered office
Horley Green House, Horley Green Road, Halifax, HX3 6AS, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
David Lewis Smith (Dr) Director May 1941 21 Jan 2025 1 other company
Rebecca Elicia Standeven Director Aug 1984 21 Jan 2025 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Total equity

£1

No earlier figure to compare

Employees (average)

2

No earlier figure to compare

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 16198073. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Dr David Smith Financial Services’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2026

19 January 2026

  • 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

2025

21 January 2025

  • Incorporated at Companies House
  • David Lewis Smith took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Dr David Smith Financial Services

Other firms of the same type (financial adviser), nearest first.

In Halifax

Bolsover Render Financial Planning LtdHalifaxAuthorisedDavid S Lowe Financial ManagementHalifaxAuthorisedIFT Wealth Management LtdHalifaxAuthorisedStuart Binns & AssociatesHalifaxAuthorisedWhitehill Financial Management LimitedHalifaxAuthorisedCraven Slater & Associates LtdHalifaxAppointed representative

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 Dr David Smith Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • All 9 events in its history

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Frequently asked questions about this firm

Is Dr David Smith Financial Services Ltd FCA authorised?
Yes, Dr David Smith Financial Services Ltd (FRN 1041953) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2026 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Dr David Smith Financial Services’ phone number?
The FCA register lists the phone number 01422 202380 for Dr David Smith Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Dr David Smith Financial Services a scam or clone?
Dr David Smith Financial Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Dr David Smith Financial Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Dr David Smith Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Dr David Smith Financial Services?
Companies House lists one person with significant control of Dr David Smith Financial Services: Dr David Lewis Smith (75–100% of shares).
Who runs Dr David Smith Financial Services?
Companies House lists 2 directors of Dr David Smith Financial Services: David Lewis Smith (Dr) and Rebecca Elicia Standeven.
How long has Dr David Smith Financial Services been in business?
The company was formed on 21 January 2025, and has held its current FCA authorisation since January 2026.
What do Dr David Smith Financial Services’ latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £1 (no earlier figure to compare).

Sources and links

The full report on Dr David Smith Financial Services Ltd

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