Steve Morley Financial Solutions Limited

Reference number: 564151

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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.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised View firm →
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.
  • Steve Morley Financial Solutions Limited (FRN 564151) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Steve Morley Financial Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Steve Morley 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.

In the full report: 3 background checks

  • When stevemorleyfinancialsolutions.com first appeared online, and whether it can receive email
  • What kind of line 01303 245477 is
  • Who else gives the postcode CT20 3BN
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Other names (2)

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

  • Stephen Morley Former name
  • Stephen Morley Financial Services Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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 number
08984634
Company status
Active
Company type
Private limited company
Incorporated
8 April 2014 (12 years old)
Registered office
Milroy House, Sayers Lane, Tenterden, Kent, TN30 6BW
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen Douglas Morley Director Apr 1967 8 Apr 2014 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

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

Key events (4) All events (9)

2016

6 April 2016

  • Stephen Douglas Morley took control (75–100% of shares)

Companies House

2014

6 October 2014

  • Changed its registered name from "Stephen Morley"

FCA register

8 April 2014

  • Incorporated at Companies House

Companies House

2011

8 September 2011

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms like Steve Morley Financial Solutions

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

In Folkestone

Alan O'FarrellFolkestoneAppointed representativeTJD Services Kent LimitedFolkestoneAppointed representativeConsolidare Wealth Management LimitedFolkestoneAuthorisedFinancial Advice & Services LimitedFolkestoneAuthorisedForward Plan IFA LimitedFolkestoneAuthorisedWTB Financial ConsultancyFolkestoneAuthorised

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 Steve Morley 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
  • 3 background checks on its contact details
  • All 9 events in its history

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Frequently asked questions about this firm

Is Steve Morley Financial Solutions Limited FCA authorised?
Steve Morley Financial Solutions Limited (FRN 564151) 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 Steve Morley 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. Steve Morley Financial Solutions Limited (FRN 564151) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Steve Morley Financial Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Steve Morley 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 Steve Morley Financial Solutions’ phone number and website?
The FCA register lists the phone number 01303 245477 and the website stevemorleyfinancialsolutions.com for Steve Morley Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Steve Morley Financial Solutions a scam or clone?
Steve Morley 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 Steve Morley Financial Solutions?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Steve Morley Financial Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Steve Morley Financial Solutions?
Companies House lists one person with significant control of Steve Morley Financial Solutions: Mr Stephen Douglas Morley (75–100% of shares).
Who runs Steve Morley Financial Solutions?
Companies House lists one director of Steve Morley Financial Solutions: Stephen Douglas Morley.
How long has Steve Morley Financial Solutions been in business?
The company was formed on 8 April 2014.
Does Steve Morley Financial Solutions use any other names?
It has previously used 2 other names: Stephen Morley and Stephen Morley Financial Services.

Sources and links

The full report on Steve Morley Financial Solutions Limited

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