Morris Shapland Financial Services Limited

Reference number: 688217

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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 morris-shapland.co.uk first appeared online, and whether it can receive email
  • What kind of line 01237 422144 is
  • Who else gives the postcode EX39 2BD
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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

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.

Company status
Active
Company type
Private limited company
Incorporated
7 July 2011 (15 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
James Ian Buckland Director Jan 1984 7 Jul 2011 None
Mark Anthony Cox Director Jan 1980 7 Jul 2011 2 other companies
Andrew Ian Mackenzie-Shapland Director Nov 1978 7 Jul 2011 1 other company
Stephen James Keith Morris Director Mar 1970 7 Jul 2011 1 other company
Kiaran David Tanton Director Jul 1997 1 Apr 2026 None

Other companies run by these 5 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
3
closed down
3
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 5 directors run together
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Key dates in its history

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

2016

6 April 2016

  • Andrew Ian Mackenzie-Shapland became a part-owner (25–50% of shares)
  • James Ian Buckland gained significant control
  • Mark Anthony Cox gained significant control
  • Stephen James Keith Morris became a part-owner (25–50% of shares)

Companies House

2015

3 August 2015

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2011

7 July 2011

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms like Morris Shapland Financial Services

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

In Bideford

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 Morris Shapland Financial Services

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 14 events in its history

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Frequently asked questions about this firm

Is Morris Shapland Financial Services Limited FCA authorised?
Yes, Morris Shapland Financial Services Limited (FRN 688217) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Morris Shapland Financial Services’ phone number and website?
The FCA register lists the phone number 01237 422144 and the website morris-shapland.co.uk for Morris Shapland Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Morris Shapland Financial Services a scam or clone?
Morris Shapland 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 Morris Shapland 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 Morris Shapland Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Morris Shapland Financial Services?
Companies House lists 4 people with significant control of Morris Shapland Financial Services: Mr Stephen James Keith Morris (25–50% of shares), Mr. Andrew Ian Mackenzie-Shapland (25–50% of shares), Mr James Ian Buckland (significant influence or control) and Mr Mark Anthony Cox (significant influence or control).
Who runs Morris Shapland Financial Services?
Companies House lists 5 directors of Morris Shapland Financial Services: James Ian Buckland, Mark Anthony Cox, Andrew Ian Mackenzie-Shapland, Stephen James Keith Morris and Kiaran David Tanton.
How long has Morris Shapland Financial Services been in business?
The company was formed on 7 July 2011, and has held its current FCA authorisation since August 2015.

Sources and links

The full report on Morris Shapland Financial Services Limited

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