Lexion Financial Services Limited

Reference number: 558017

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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 lexion-mortgageadvisors.co.uk first appeared online, and whether it can receive email
  • What kind of line 01656 865495 is
  • Who else gives the postcode CF35 5RA
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Other names (1)

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

  • Lexion mortgage advisors Trading name: A name it trades under now.

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 (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except 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
  • Debt-counselling
  • 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 status
Active
Company type
Private limited company
Incorporated
28 October 2002 (24 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Life insurance (SIC 65110)

Directors and company secretaries

Name Role Born Appointed Other companies
David Carl Davies Director Dec 1963 2 Nov 2015 None
Michael Andrew Markey Director Nov 1966 2 Nov 2015 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 6 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 January 2026Small company accountsNot audited

Net assets

£10.2k

Up £10.1k from £100

Cash at bank

£20.1k

No earlier figure to compare

Employees (average)

4

Same as 4

Owed within a year

£89.8k

−6.6% from £96.2k

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
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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 04575252. 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

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

2020

2 October 2020

  • Glyn Snelgrove no longer has significant control

Companies House

2017

18 October 2017

  • David Carl Davies became a part-owner (25–50% of shares)
  • Michael Andrew Markey became a part-owner (25–50% of shares)

Companies House

2016

17 November 2016

  • Glyn Snelgrove gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

1 November 2011

  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

18 October 2011

  • Regulated by the Financial Services Authority from this date

FCA register

2002

28 October 2002

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (9 shown here)
  • Every director appointment and resignation: 8
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Firms like Lexion Financial Services

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

In Bridgend

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 Lexion 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
  • 7 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Lexion Financial Services Limited FCA authorised?
Yes, Lexion Financial Services Limited (FRN 558017) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2011 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Lexion Financial Services’ phone number and website?
The FCA register lists the phone number 01656 865495 and the website lexion-mortgageadvisors.co.uk for Lexion Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Lexion Financial Services a scam or clone?
Lexion 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 Lexion 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 Lexion Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Lexion Financial Services?
Companies House lists 2 people with significant control of Lexion Financial Services: Mr David Carl Davies (25–50% of shares) and Mr Michael Andrew Markey (25–50% of shares). Before that, it was controlled by Mr Glyn Snelgrove.
Who runs Lexion Financial Services?
Companies House lists 2 directors of Lexion Financial Services: David Carl Davies and Michael Andrew Markey.
How long has Lexion Financial Services been in business?
The company was formed on 28 October 2002, and has held its current FCA authorisation since November 2011.
What do Lexion Financial Services’ latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £10.2k (up £10.1k from £100) and cash at bank of £20.1k (no earlier figure to compare).
Does Lexion Financial Services use any other names?
It trades as Lexion mortgage advisors.

Sources and links

The full report on Lexion Financial Services Limited

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