Charlwood IFA Limited

Reference number: 226338

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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
04820268
Company status
Active
Company type
Private limited company
Incorporated
3 July 2003 (23 years old)
Registered office
35 Seamoor Road, Westbourne, Bournemouth, Dorset, BH4 9AE
Nature of business
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Pension funding (SIC 65300)
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Joanne Maria Charlwood Director Mar 1971 11 Jul 2003
Martyn Charlwood Director Oct 1965 11 Jul 2003
Elsa Kate Charlwood Director Jul 2001 6 Jun 2021
Conor Sean Charlwood Director Oct 2003 6 Jun 2021
Joanne Maria Charlwood Secretary Not published 12 May 2021

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.
  • Manage or trade investments 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.

Check your FSCS cover →

Show FCA detail (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • 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.

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 Charlwood IFA Limited FCA authorised?
Yes, Charlwood IFA Limited (FRN 226338) is authorised by the FCA to carry out regulated activities.
Is my money safe with Charlwood IFA?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Charlwood IFA to the Financial Ombudsman Service, free of charge.
Is Charlwood IFA a scam or clone?
Charlwood IFA 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 Charlwood IFA's Firm Reference Number (FRN)?
Charlwood IFA's FRN is 226338. You can verify it on the FCA register.