Burwood Sage Asset Management Ltd

Reference number: 210723

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Burwood Sage + Brookridge Ltd Reference number: 231631 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.
  • Burwood Sage Asset Management Ltd (FRN 210723) is an AR of Burwood Sage + Brookridge Ltd (FRN 231631). When you use Burwood Sage Asset Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Burwood Sage Asset Management, 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.

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.

  • No website on the FCA register

  • Verified phone number

    01689 839417

  • Verified address

    36 Station Road, Orpington, BR6 0SA, United Kingdom

Company details

From the company's Companies House record.

Company name
BURWOOD SAGE ASSET MANAGEMENT LIMITED
Company number
09040312
Company status
Active
Company type
Private limited company
Incorporated
14 May 2014 (12 years old)
Registered office
Ascot Wealth Management Scotch Corner, London Road, Sunningdale, Berkshire, SL5 0ER, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Mark Alexander Insley Director May 1982 2 Mar 2026

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Burwood Sage + Brookridge Ltd, 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: 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.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Burwood Sage & Co Ltd

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Common questions

Frequently asked questions

Is Burwood Sage Asset Management Ltd FCA authorised?
Burwood Sage Asset Management Ltd (FRN 210723) 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 Burwood Sage Asset Management?
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. Burwood Sage Asset Management Ltd (FRN 210723) is an AR of Burwood Sage + Brookridge Ltd (FRN 231631). When you use Burwood Sage Asset Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Burwood Sage Asset Management, 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.
Is my money safe with Burwood Sage Asset Management?
Protection works through Burwood Sage + Brookridge Ltd, the principal firm responsible for Burwood Sage Asset Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Burwood Sage Asset Management a scam or clone?
Burwood Sage Asset 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 Burwood Sage Asset Management's Firm Reference Number (FRN)?
Burwood Sage Asset Management's FRN is 210723. You can verify it on the FCA register.