Somerville Financial Services Limited

Reference number: 145264

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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 somervillefs.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 3872 1800 is
  • Who else gives the postcode CO10 7GB
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Other names (2)

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

  • Somerville Insurance Services Limited Former name
  • James Hallam Financial Services Former 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (10 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

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 number
02249579
Company status
Active
Company type
Private limited company
Incorporated
29 April 1988 (38 years old)
Registered office
Bankside 300 Peachman Way, Broadland Business Park, Norwich, Norfolk, NR7 0LB, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Julian Andre Calver Director Dec 1970 11 Sep 2015 13 other companies
Gavin Ridgeon Director May 1977 9 Jun 2022 1 other company
Philip Douglas Gough Director Nov 1958 Not published 3 other companies
Julian Andre Calver Secretary Not published 11 Dec 2006 13 other companies

Other companies run by these 3 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
15
closed down
12
is FCA-registered
1

In the full report: all 15 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 2 companies these 3 directors run together
  • All 5 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (11) All events (22)

2024

2 February 2024

  • Andrew Somerville Cross stopped being the majority owner
  • Philip Douglas Gough stopped being a part-owner
  • Somerville Financial Services Holdings Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Andrew Somerville Cross became the majority owner (50–75% of shares)
  • Philip Douglas Gough became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

24 July 2001

  • Changed its registered name from "Somerville Insurance Services Limited"

FCA register

1994

21 November 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1988

29 April 1988

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (11 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Somerville Financial Services

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

connected firms
2
share its postcode
2
past link
1

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Somerville Financial Services

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

In Sudbury

Carter Pearl LimitedSudburyAuthorisedGracechurch Financial Services LimitedSudburyAuthorisedPaul Tillcock Financial Solutions LimitedSudburyAuthorisedAnne BeckerSudburyAppointed representativeDaniel SaltSudburyAppointed representativeGainsborough Wealth Management LimitedSudburyAppointed 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 Somerville Financial Services

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

  • 15 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 22 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Somerville Financial Services Limited FCA authorised?
Yes, Somerville Financial Services Limited (FRN 145264) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Somerville Financial Services’ phone number and website?
The FCA register lists the phone number 020 3872 1800 and the website somervillefs.co.uk for Somerville Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Somerville Financial Services a scam or clone?
Somerville 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 Somerville 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 Somerville Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Somerville Financial Services?
Somerville Financial Services is owned by Somerville Financial Services Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 2 February 2024. Before that, it was controlled by Mr Andrew Somerville Cross and Mr Philip Douglas Gough.
Who runs Somerville Financial Services?
Companies House lists 3 directors of Somerville Financial Services: Julian Andre Calver, Gavin Ridgeon and Philip Douglas Gough.
How long has Somerville Financial Services been in business?
The company was formed on 29 April 1988, and has held its current FCA authorisation since December 2001.
Does Somerville Financial Services use any other names?
It has previously used 2 other names: Somerville Insurance Services Limited and James Hallam Financial Services.

Sources and links

The full report on Somerville Financial Services Limited

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