F1rst Financial Services Ltd

Reference number: 920993

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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.

In the full report: 3 background checks

  • When firstfinancialservices.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 757136 is
  • Who else gives the postcode BH12 1EX
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • First Financial Trading name
  • Mr A J Davies T/as F1RST Financial Services Trading name

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.
  • 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.
  • 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 (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 P2P agreements
  • 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
  • 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
09442822
Company status
Active
Company type
Private limited company
Incorporated
17 February 2015 (11 years old)
Registered office
21 Church Road Parkstone, Poole, Dorset, BH14 8UF, England
Nature of business
  • Other service activities not elsewhere classified (SIC 96090)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony Davies Director Sep 1968 17 Feb 2015 None
Valerie Ann Davies Secretary Not published 17 Feb 2015 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£71.8k

+131% from £31.1k

Cash at bank

£26.2k

−25% from £34.7k

Employees (average)

4

Same as 4

Owed within a year

£108k

+13% from £96.1k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 09442822. 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

F1rst Financial Services’s history from the FCA register and Companies House, newest first.

Key events (9) All events (17)

2025

5 April 2025

  • Anthony John Davies took control (75–100% of shares)
  • Jonathan Kefford gave up control

Companies House

2024

25 October 2024

  • Anthony Davies gave up control
  • Jonathan Kefford took control (75–100% of shares)

Companies House

2021

1 February 2021

  • 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

2016

6 April 2016

  • Anthony Davies took control (75–100% of shares)

Companies House

2015

17 February 2015

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (9 shown here)
  • Every director appointment and resignation: 3
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Firms like F1rst Financial Services

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

In Dorset

Peter HillmanDorsetAuthorisedJohn Carrick Wealth Management LLPDorsetAppointed representative

In the Bournemouth (BH) postcode area

Liverpool Victoria Financial Advice Services LimitedBournemouthAuthorisedAbacus Financial Options LimitedWimborneAuthorisedAndrew Hartop Financial Planning LtdBournemouthAuthorisedAnglebury Financial Associates LLPWarehamAuthorised

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 F1rst Financial Services

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
  • 5 years of accounts, charted
  • All 17 events in its history

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Frequently asked questions about this firm

Is F1rst Financial Services Ltd FCA authorised?
Yes, F1rst Financial Services Ltd (FRN 920993) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is F1rst Financial Services’ phone number and website?
The FCA register lists the phone number 01202 757136 and the website firstfinancialservices.co.uk for F1rst Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is F1rst Financial Services a scam or clone?
F1rst 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 F1rst 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 F1rst Financial Services to the Financial Ombudsman Service, free of charge.
Who owns F1rst Financial Services?
Companies House lists one person with significant control of F1rst Financial Services: Mr Anthony John Davies (75–100% of shares). Before that, it was controlled by Mr Jonathan Kefford and Mr Anthony Davies.
Who runs F1rst Financial Services?
Companies House lists one director of F1rst Financial Services: Anthony Davies.
How long has F1rst Financial Services been in business?
The company was formed on 17 February 2015, and has held its current FCA authorisation since February 2021.
What do F1rst Financial Services’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £71.8k (+131% from £31.1k) and cash at bank of £26.2k (−25% from £34.7k).
Does F1rst Financial Services use any other names?
It trades as First Financial and Mr A J Davies T/as F1RST Financial Services.

Sources and links

The full report on F1rst Financial Services Ltd

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