Samuel Whittlesea Ltd

Reference number: 755675

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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.
  • Samuel Whittlesea Ltd (FRN 755675) is an AR of TMG Direct Limited (FRN 786245). When you use Samuel Whittlesea's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Samuel Whittlesea, 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.

In the full report: 3 background checks

  • When whittleseamortgages.co.uk first appeared online, and whether it can receive email
  • What kind of line 01278 619710 is
  • Who else gives the postcode TA6 5LB
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Other names (1)

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

  • Whittlesea Mortgages Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through TMG Direct 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 name
SAMUEL WHITTLESEA LIMITED
Company status
Active
Company type
Private limited company
Incorporated
3 November 2015 (10 years old)
Registered office
7 Castle Street, Bridgwater, Somerset, TA6 3DT, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Samuel Joseph Whittlesea Director Feb 1978 3 Nov 2015 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Net assets

£587

Up £257 from £330

Cash at bank

£100

Down £423 from £523

Employees (average)

1

−50% from 2

Owed within a year

£17.4k

+140% from £7,252

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 09853916. 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

Samuel Whittlesea’s history from the FCA register and Companies House, newest first.

2016

10 August 2016

  • Became an appointed representative

FCA register

6 April 2016

  • Samuel Joseph Whittlesea took control (75–100% of shares)

Companies House

2015

3 November 2015

  • Incorporated at Companies House

Companies House

In the full report: all 7 events

  • All 7 events in its history (3 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Samuel Whittlesea

Other FCA-listed firms that share a director, phone number or address with Samuel Whittlesea. 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 Samuel Whittlesea

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

In Bridgwater

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 Samuel Whittlesea

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 7 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Samuel Whittlesea Ltd FCA authorised?
Samuel Whittlesea Ltd (FRN 755675) 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 Samuel Whittlesea?
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. Samuel Whittlesea Ltd (FRN 755675) is an AR of TMG Direct Limited (FRN 786245). When you use Samuel Whittlesea's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Samuel Whittlesea, 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 Samuel Whittlesea’s phone number and website?
The FCA register lists the phone number 01278 619710 and the website whittleseamortgages.co.uk for Samuel Whittlesea. If you were given different contact details, use these to check with the firm before going any further.
Is Samuel Whittlesea a scam or clone?
Samuel Whittlesea 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 Samuel Whittlesea?
Protection works through TMG Direct Limited, the principal firm responsible for Samuel Whittlesea's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Samuel Whittlesea?
Companies House lists one person with significant control of Samuel Whittlesea: Mr Samuel Joseph Whittlesea (75–100% of shares).
Who runs Samuel Whittlesea?
Companies House lists one director of Samuel Whittlesea: Samuel Joseph Whittlesea.
How long has Samuel Whittlesea been in business?
The company was formed on 3 November 2015.
What do Samuel Whittlesea’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £587 (up £257 from £330) and cash at bank of £100 (down £423 from £523).
Does Samuel Whittlesea use any other names?
It trades as Whittlesea Mortgages.

Sources and links

The full report on Samuel Whittlesea Ltd

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