EZ Financial Solutions Ltd
Reference number: 777137
Instant download
Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 9 years
- Protected through the principal
- No FCA actions
- Active company since 2023
- Accounts filed up to 30 September 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- EZ Financial Solutions Ltd (FRN 777137) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use EZ Financial Solutions's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from EZ Financial Solutions, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
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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Phone number
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Address
Marlborough Court, 8-10 Bricket Road, St. Albans, Hertfordshire, AL1 3JX, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When partnership.sjp.co.uk first appeared online, and whether it can receive email
- What kind of line 020 8207 4000 is, and the 7 other firms that give it
- Whether AL1 3JX is a shared office: 30 other firms give it
Other names (2)
If you were contacted under any of these names, it is this firm.
- Seva Wealth Management Trading name: A name it trades under now.
- Samantha Simou Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 14829500 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 26 April 2023 (3 years old)
- Registered office
- Suite A 1 Old Court Mews, 311 Chase Road, London, N14 6JS, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Samantha Louise Simou | Director | Jan 1985 | 26 Apr 2023 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
£1,219
Up £1,218 from £1
Employees (average)
1
No earlier figure to compare
Owed within a year
£60.4k
No earlier figure to compare
Net assets
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 14829500. 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
EZ Financial Solutions’s history from the FCA register and Companies House, newest first.
2023
31 May 2023
- Changed its registered name from "Samantha Simou"
FCA register
26 April 2023
- Incorporated at Companies House
- Samantha Louise Simou took control (75–100% of shares)
- Samantha Louise Simou appointed as a director
Companies House
2017
21 April 2017
- Became an appointed representative
- Began trading as "Seva Wealth Management"
FCA register
Director appointments and resignations, and trading names, appear under All events.
Firms connected to EZ Financial Solutions
Other FCA-listed firms that share a director, phone number or address with EZ Financial Solutions. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 7
- share its phone number
- 7
- share its postcode
- 6
In the full report: all 7 connected firms, named
- How each is linked: the same phone number (7), the same postcode (6)
- Who links each one: the named directors, with dates
Firms like EZ Financial Solutions
Other firms of the same type (financial adviser), nearest first.
In St. Albans
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 EZ Financial Solutions
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
- 3 background checks on its contact details, 1 flagged
- All 6 events in its history
- 7 connected firms, named, and who links them
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Frequently asked questions about this firm
Is EZ Financial Solutions Ltd FCA authorised?
What does appointed representative mean for EZ Financial Solutions?
What is EZ Financial Solutions’ phone number and website?
Is EZ Financial Solutions a scam or clone?
Is my money safe with EZ Financial Solutions?
Who owns EZ Financial Solutions?
Who runs EZ Financial Solutions?
How long has EZ Financial Solutions been in business?
What do EZ Financial Solutions’ latest accounts show?
Does EZ Financial Solutions use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk