CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES LTD

Reference number: 462519

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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.

  • No website on the FCA register

  • Verified phone number

    029 2075 5333

  • Verified address

    20 Everest Walk, Cardiff, South Glamorgan, CF14 5AX, United Kingdom

Company details

From the company's Companies House record.

Company number
05922827
Company status
Active
Company type
Private limited company
Incorporated
1 September 2006 (19 years old)
Registered office
20 Everest Walk, Llanishen, Cardiff, CF14 5AX
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Alan Clarke Director Apr 1954 1 Sep 2006
Anthony James Scrivens Director Feb 1968 1 Oct 2009

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.

    Check your FSCS cover →

Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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.

  • Charterhouse Estate Planning And Investment Services Limited

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Common questions

Frequently asked questions

Is CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES LTD FCA authorised?
Yes, CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES LTD (FRN 462519) is authorised by the FCA to carry out regulated activities.
Is my money safe with CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES to the Financial Ombudsman Service, free of charge.
Is CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES a scam or clone?
CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES 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 CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES's Firm Reference Number (FRN)?
CHARTERHOUSE ESTATE PLANNING & INVESTMENT SERVICES's FRN is 462519. You can verify it on the FCA register.