Acer Tree Investment Management LLP

Reference number: 937794

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

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.

Company details

From the company's Companies House record.

Company number
OC430068
Company status
Active
Company type
Limited liability partnership
Incorporated
19 December 2019 (6 years old)
Registered office
7 Heddon Street, London, W1B 4BE, England

Current directors and secretaries

Name Role Born Appointed
Jonathan Christian Bowers LLP designated member Apr 1970 19 Dec 2019
Sven Martin Olson LLP designated member Oct 1969 19 Dec 2019
Sasha Alexej Vlahcevic LLP designated member Aug 1968 19 Dec 2019
Askin Aziz LLP member May 1974 1 Jan 2021
Robert Arthur Galione LLP member Dec 1964 18 Oct 2021
ALLARD 2 LIMITED Corporate LLP member Not published 28 Feb 2025
HOOPER LLC Corporate LLP member Not published 28 Feb 2025
MODRO HOLDINGS LLC Corporate LLP member Not published 28 Feb 2025
ROTH IRA Corporate LLP member Not published 28 Feb 2025

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds 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.
  • 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.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing an unauthorised AIF
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Acer Tree Investment Management LLP FCA authorised?
Yes, Acer Tree Investment Management LLP (FRN 937794) is authorised by the FCA to carry out regulated activities.
Is my money safe with Acer Tree Investment Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Acer Tree Investment Management to the Financial Ombudsman Service, free of charge.
Is Acer Tree Investment Management a scam or clone?
Acer Tree Investment Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Acer Tree Investment Management's Firm Reference Number (FRN)?
Acer Tree Investment Management's FRN is 937794. You can verify it on the FCA register.