Sage Financial Solutions Ltd

Reference number: 1032801

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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.
  • SAGE FINANCIAL SOLUTIONS LTD (FRN 1032801) is an AR of Quality Finances Limited (FRN 914205). When you use SAGE FINANCIAL SOLUTIONS's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from SAGE FINANCIAL SOLUTIONS, 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

    0333 050 9395

  • Address

    Austin House, 43 Poole Road, Westbourne, Bournemouth, Dorset, BH4 9DN, United Kingdom

In the full report: 2 background checks

  • What kind of line 0333 050 9395 is
  • Who else gives the postcode BH4 9DN
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quality Finances 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.

Company status
Active
Company type
Private limited company
Incorporated
8 April 2025 (1 year old)
Registered office
Austin House 43 Poole Road, Westbourne, Bournemouth, Dorset, BH4 9DN, United Kingdom
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Nicholas Adam Hall Director Apr 1999 8 Apr 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

Sage Financial Solutions’s history from the FCA register and Companies House, newest first.

2025

21 May 2025

  • Became an appointed representative

FCA register

8 April 2025

  • Incorporated at Companies House
  • Nicholas Adam Hall took control (75–100% of shares)
  • Nicholas Adam Hall appointed as a director

Companies House

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

Firms connected to Sage Financial Solutions

Other FCA-listed firms that share a director, phone number or address with Sage Financial Solutions. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Sage Financial Solutions

Other firms of the same type (insurance broker), nearest first.

In Bournemouth

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 Sage Financial Solutions

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
  • 2 background checks on its contact details
  • All 4 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Sage Financial Solutions Ltd FCA authorised?
Sage Financial Solutions Ltd (FRN 1032801) 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 Sage Financial Solutions?
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. Sage Financial Solutions Ltd (FRN 1032801) is an AR of Quality Finances Limited (FRN 914205). When you use Sage Financial Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Sage Financial Solutions, 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 Sage Financial Solutions’ phone number?
The FCA register lists the phone number 0333 050 9395 for Sage Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Sage Financial Solutions a scam or clone?
Sage Financial Solutions 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 Sage Financial Solutions?
Protection works through Quality Finances Limited, the principal firm responsible for Sage Financial Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Sage Financial Solutions?
Companies House lists one person with significant control of Sage Financial Solutions: Mr Nicholas Adam Hall (75–100% of shares).
Who runs Sage Financial Solutions?
Companies House lists one director of Sage Financial Solutions: Nicholas Adam Hall.
How long has Sage Financial Solutions been in business?
The company was formed on 8 April 2025.

Sources and links

The full report on Sage Financial Solutions Ltd

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