Taylored Financial Advice Limited: FCA regulated?

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.

Appointed for under a year
Protected through the principal
No FCA actions
Active company since 2026

Responsible principal firm

New Leaf Distribution Limited Reference number: 460421 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.
Taylored Financial Advice Limited (FRN 1053110) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Taylored Financial Advice's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Taylored Financial Advice, 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

01702 431130

Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
Address

7 Victoria Road, Tamworth, Staffordshire, B79 7HS, United Kingdom

In the full report: 2 background checks

What kind of line 01702 431130 is, and the 152 other firms that give it
Who else gives the postcode B79 7HS

Other names (1)

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

Simplify Mortgages Trading name: A name it trades under now.

FCA permissions and consumer protection

Protection through the principal firm
Protection works through New Leaf Distribution 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: 16942231 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 5 January 2026 (less than a year old)
Registered office: 7 Victoria Road, Tamworth, B79 7HS, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Luke Barry George Taylor	Director	Nov 1994	5 Jan 2026	1 other company
Matthew Graham William Taylor	Director	Jul 1991	5 Jan 2026	None

Other companies run by these 2 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 company: 1
still active: 1

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration

Key dates in its history

Taylored Financial Advice’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2026

7 April 2026

Became an appointed representative

FCA register

5 January 2026

Incorporated at Companies House
Luke Barry George Taylor became a part-owner (25–50% of shares)
Matthew Graham William Taylor became a part-owner (25–50% of shares)

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 2

Firms connected to Taylored Financial Advice

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

connected firms: 12
share its phone number: 12

In the full report: all 12 connected firms, named

How each is linked: the same phone number (12)
Who links each one: the named directors, with dates

Firms like Taylored Financial Advice

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

In the Birmingham (B) postcode area

SME Financial Services LtdBirminghamAppointed representative Southcote Financial LtdBirminghamAppointed representative Masterplan Financial LtdSutton ColdfieldAuthorised Jerroms Financial Planning LTDSolihullAuthorised

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 Taylored Financial Advice

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

1 other company its directors have run, named
2 background checks on its contact details
All 7 events in its history
12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Taylored Financial Advice Limited FCA authorised?

Taylored Financial Advice Limited (FRN 1053110) 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 Taylored Financial Advice?

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. Taylored Financial Advice Limited (FRN 1053110) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Taylored Financial Advice's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Taylored Financial Advice, 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 Taylored Financial Advice’s phone number?

The FCA register lists the phone number 01702 431130 for Taylored Financial Advice. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 152 other FCA firms, one of which is no longer authorised.

Is Taylored Financial Advice a scam or clone?

Taylored Financial Advice 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 Taylored Financial Advice?

Protection works through New Leaf Distribution Limited, the principal firm responsible for Taylored Financial Advice's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Taylored Financial Advice?

Companies House lists 2 people with significant control of Taylored Financial Advice: Mr Luke Barry George Taylor (25–50% of shares) and Mr Matthew Graham William Taylor (25–50% of shares).

Who runs Taylored Financial Advice?

Companies House lists 2 directors of Taylored Financial Advice: Luke Barry George Taylor and Matthew Graham William Taylor.

How long has Taylored Financial Advice been in business?

The company was formed on 5 January 2026.

Does Taylored Financial Advice use any other names?

It trades as Simplify Mortgages.