Mark Davies Financial Adviser Limited

Reference number: 944297

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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 mrdfa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01798 345200 is
  • Who else gives the postcode PO20 7AA
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Other names (1)

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

  • Mortgages with Clive 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 Advisor
  • Acting as a CBTL arranger
  • 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
  • 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
12222612
Company status
Active
Company type
Private limited company
Incorporated
23 September 2019 (7 years old)
Registered office
Sandy Farm Business Centre Sands Road, The Sands, Farnham, GU10 1PX, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Robert Davies Director May 1965 23 Sep 2019 2 other companies

Other companies run by its director

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 companies
2
closed down
1
still active
1

In the full report: all 2 companies, named

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

Year to 30 September 2020Dormant company accountsNot audited

Net assets

£100

No earlier figure to compare

These accounts were filed as dormant: the company reported no significant trading in the period.

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.

Accounts filed at Companies House for company 12222612. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Mark Davies Financial Adviser’s history from the FCA register and Companies House, newest first.

Key events (5) All events (8)

2021

26 April 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

2019

23 September 2019

  • Incorporated at Companies House
  • Mrd Associates Ltd took control (75–100% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Mark Davies Financial Adviser

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

In Chichester

Alpha Independent Mortgages LLPChichesterAuthorisedJuno Independent Mortgages LtdChichesterAuthorisedMulgrave Financial Services LimitedChichesterAuthorisedCarla O'KaneChichesterAppointed representativeEaves & Gables Mortgages LimitedChichesterAppointed representativeFletcher Payne Mortgage Services LtdChichesterAppointed 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 Mark Davies Financial Adviser

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 8 events in its history

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Frequently asked questions about this firm

Is Mark Davies Financial Adviser Limited FCA authorised?
Yes, Mark Davies Financial Adviser Limited (FRN 944297) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2021 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Mark Davies Financial Adviser’s phone number and website?
The FCA register lists the phone number 01798 345200 and the website mrdfa.co.uk for Mark Davies Financial Adviser. If you were given different contact details, use these to check with the firm before going any further.
Is Mark Davies Financial Adviser a scam or clone?
Mark Davies Financial Adviser 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 Mark Davies Financial Adviser?
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 Mark Davies Financial Adviser to the Financial Ombudsman Service, free of charge.
Who owns Mark Davies Financial Adviser?
Mark Davies Financial Adviser is owned by Mrd Associates Ltd, which holds 75–100% of shares, since 23 September 2019.
Who runs Mark Davies Financial Adviser?
Companies House lists one director of Mark Davies Financial Adviser: Mark Robert Davies.
How long has Mark Davies Financial Adviser been in business?
The company was formed on 23 September 2019, and has held its current FCA authorisation since April 2021.
What do Mark Davies Financial Adviser’s latest accounts show?
Its latest accounts, to 30 September 2020, show net assets of £100 (no earlier figure to compare).
Does Mark Davies Financial Adviser use any other names?
It trades as Mortgages with Clive.

Sources and links

The full report on Mark Davies Financial Adviser Limited

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