Gerald Morgan

Reference number: 497173

Instant download

Authorised by the FCA

Gerald Morgan 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

    01626 331535

  • Address

    65 Robin Way, Kingsteignton, Newton Abbot, Devon, TQ12 3FF, United Kingdom

In the full report: 2 background checks

  • What kind of line 01626 331535 is
  • Who else gives the postcode TQ12 3FF
Instant PDF download
Other names (5)

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

  • Compass Mortgage and Insurance Services Trading name
  • Lifetime Mortgage Expert Trading name
  • Unusual Mortgages Trading name
  • Unusual Risks Trading name
  • Unusual Risks Mortgage and Insurance 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 (12 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 regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Limits on what they may do

  • Not permitted to canvass off trade premises
    The firm is not permitted to canvass regulated borrower-lender-supplier agreements or regulated consumer hire agreements off trade premises

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.

Key dates in its history

Gerald Morgan’s history from the FCA register and Companies House, newest first.

Key events (4) All events (11)

2016

5 July 2016

  • FCA imposed a requirement (Not permitted to canvass off trade premises)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

2 February 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2009

19 August 2009

  • Became authorised by the FCA

FCA register

In the full report: all 11 events

  • All 11 events in its history (4 shown here)
Instant PDF download

Firms like Gerald Morgan

Other firms of the same type (mortgage adviser or broker), nearest first.

In Newton Abbot

Fairways Financial Services LimitedNewton AbbotAuthorisedPeach Mortgages LimitedNewton AbbotAuthorisedAbbot Mortgage Solutions LimitedNewton AbbotAppointed representativeAim Financial Solutions LimitedNewton AbbotAppointed representativeFinance WestCountry LimitedNewton AbbotAppointed representativeGareth GeorgeNewton AbbotAppointed 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 Gerald Morgan

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

  • 2 background checks on its contact details
  • All 11 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Gerald Morgan FCA authorised?
Yes, Gerald Morgan (FRN 497173) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2009 and works as a mortgage adviser or broker. The FCA has placed a limit on what it may do.
What is Gerald Morgan’s phone number?
The FCA register lists the phone number 01626 331535 for Gerald Morgan. If you were given different contact details, use these to check with the firm before going any further.
Is Gerald Morgan a scam or clone?
Gerald Morgan 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 Gerald Morgan?
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 Gerald Morgan to the Financial Ombudsman Service, free of charge.
Does Gerald Morgan use any other names?
It trades as Compass Mortgage and Insurance Services, Lifetime Mortgage Expert, Unusual Mortgages, Unusual Risks and Unusual Risks Mortgage and Insurance Services.

Sources and links

The full report on Gerald Morgan

£19.99 · Instant PDF download

Loading secure checkout…