Boldhaven Management LLP

Reference number: 792765

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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
OC419544
Company status
Active
Company type
Limited liability partnership
Incorporated
18 October 2017 (8 years old)
Registered office
100 Wigmore Street 100 Wigmore Street, London, W1U 3RN, England

Current directors and secretaries

Name Role Born Appointed
Ronald Sofer LLP designated member Jun 1980 18 Oct 2017
Andrew Schaeffer LLP member Sep 1970 30 May 2018
Gideon Adler LLP member Feb 1986 1 Oct 2022
Jonathan David Knox LLP member Jun 1978 1 Oct 2022
Fredrik Windrup LLP member Apr 1985 1 Oct 2022
David Green LLP member Dec 1985 1 Oct 2022
Anna Louise Chadwick LLP designated member Jan 1994 1 May 2026
BOLDHAVEN MANAGEMENT SERVICES LIMITED Corporate LLP designated member Not published 18 Oct 2017

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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.

    Check your FSCS cover →

  • 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 Boldhaven Management LLP FCA authorised?
Yes, Boldhaven Management LLP (FRN 792765) is authorised by the FCA to carry out regulated activities.
Is my money safe with Boldhaven Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Boldhaven Management to the Financial Ombudsman Service, free of charge.
Is Boldhaven Management a scam or clone?
Boldhaven 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 Boldhaven Management's Firm Reference Number (FRN)?
Boldhaven Management's FRN is 792765. You can verify it on the FCA register.