Marlwood Financial Group Ltd

Reference number: 935885

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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.

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.
  • Marlwood Financial Group Ltd (FRN 935885) is an AR of First Complete Limited (FRN 435779). When you use Marlwood Financial Group's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Marlwood Financial Group, 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.

  • No website on the FCA register

  • Phone number

    01429 839272

  • Address

    2 The Old Brewery, Castle Eden, County Durham, TS27 4SU, United Kingdom

In the full report: 2 background checks

  • What kind of line 01429 839272 is
  • Who else gives the postcode TS27 4SU
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through First Complete Limited, 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, free
    You 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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company name
MARLWOOD FINANCIAL GROUP LIMITED
Company status
Active
Company type
Private limited company
Incorporated
17 August 2020 (6 years old)
Registered office
Marlwood Financial Group The Old Brewery, Castle Eden, Hartlepool, TS27 4SU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Stephen Davison Director Aug 1993 17 Aug 2020 1 other company
Liam Alexander Hugill Director Feb 1993 17 Aug 2020 3 other companies

Other companies run by these 2 directors

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
4
still active
4

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 October 2025Small company accountsNot audited

Total equity

£7,050

+87% from £3,779

Cash at bank

£13.2k

+193% from £4,513

Employees (average)

2

Same as 2

Owed within a year

£6,192

+411% from £1,212

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 12819475. 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

Marlwood Financial Group’s history from the FCA register and Companies House, newest first.

2020

8 October 2020

  • Became an appointed representative

FCA register

17 August 2020

  • Incorporated at Companies House
  • Jason Stephen Davison became a part-owner (25–50% of shares)
  • Liam Alexander Hugill became a part-owner (25–50% of shares)
  • Jason Stephen Davison appointed as a director
  • Liam Alexander Hugill appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Marlwood Financial Group

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

In the Cleveland (TS) postcode area

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 Marlwood Financial Group

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

  • 4 other companies its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Marlwood Financial Group Ltd FCA authorised?
Marlwood Financial Group Ltd (FRN 935885) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Marlwood Financial Group?
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. Marlwood Financial Group Ltd (FRN 935885) is an AR of First Complete Limited (FRN 435779). When you use Marlwood Financial Group's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Marlwood Financial Group, 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.
What is Marlwood Financial Group’s phone number?
The FCA register lists the phone number 01429 839272 for Marlwood Financial Group. If you were given different contact details, use these to check with the firm before going any further.
Is Marlwood Financial Group a scam or clone?
Marlwood Financial Group 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 Marlwood Financial Group?
Protection works through First Complete Limited, the principal firm responsible for Marlwood Financial Group's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Marlwood Financial Group?
Companies House lists 2 people with significant control of Marlwood Financial Group: Mr Liam Alexander Hugill (25–50% of shares) and Mr Jason Stephen Davison (25–50% of shares).
Who runs Marlwood Financial Group?
Companies House lists 2 directors of Marlwood Financial Group: Jason Stephen Davison and Liam Alexander Hugill.
How long has Marlwood Financial Group been in business?
The company was formed on 17 August 2020.
What do Marlwood Financial Group’s latest accounts show?
Its latest accounts, to 31 October 2025, show total equity of £7,050 (+87% from £3,779) and cash at bank of £13.2k (+193% from £4,513).

Sources and links

The full report on Marlwood Financial Group Ltd

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