Financial AdviserProfile

Mundys Financial Services Limited

Public-record profile
29 Silver Street, Lincoln, LN2 1AS
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Mundys Financial Services Limited is listed as a FCA appointed representative in the LN2 1AS area. Registered at Companies House in 2023. FCA records list Stonebridge Mortgage Solutions Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2023
Type
FCA appointed representative
Company No.
14636514
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Stonebridge Mortgage Solutions Ltd, FRN 454811 (Full)

Companies House

MUNDYS FINANCIAL SERVICES LIMITED is active and was incorporated on 3 February 2023.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 4b The Quays, Burton Waters, Lincoln, Lincolnshire, LN1 2XG, United Kingdom

Authorisations

FCAactive
Reference: 994254
Type: FCA appointed representative
Company no.: 14636514
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
2
Equity
£11,382
Fixed assets
£1,191
Current assets
£33,681
Net current assets/liabilities
£31,291
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BENTLEY, Simon Mark
Appointed 3 February 2023
DOB: 3/1970
JACKSON, Thomas Franklyn
Appointed 3 February 2023
DOB: 9/1974
SPIVEY, Steven Lyndon
Appointed 3 February 2023
DOB: 11/1967

Persons with significant control

Mr Thomas Franklyn Jackson
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 9/1974
Mr Simon Mark Bentley
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 3/1970

Recent Filings

16 February 2026
CS01
confirmation statement with no updates
23 June 2025
AA
accounts with accounts type micro entity
5 February 2025
CS01
confirmation statement with no updates
26 November 2024
AA
accounts with accounts type micro entity
9 May 2024
AA01
change account reference date company previous extended
8 March 2024
CS01
confirmation statement with updates

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Location

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You'll find Mundys Financial Services Limited at the location shown on the map in Lincoln.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.