Charteris Treasury Portfolio Managers Limited

Reference number: 114952

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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.

Concerns on the company record

  • This company has insolvency history on record.
Company number
01830771
Company status
Active
Company type
Private limited company
Incorporated
6 July 1984 (42 years old)
Registered office
Suite 10 4th Floor Amp House, Dingwall Road, Croydon, CR0 2LX, England
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Ian Robert Williams Director May 1952 13 Sep 2002
Marion Helen Williams Director Feb 1953 16 Feb 2009
Moritz Ernst Langlotz Director Apr 1984 10 Nov 2017
Marion Helen Williams Secretary Not published 18 Apr 2007

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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 →

  • 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)
  • Advising on P2P agreements
  • 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 investments
  • Safeguarding and administration of assets (without arranging)

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 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Christows Financial Services Limited
  • Sterling Asset Management Investment Services Limited

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Sterling Asset Management
  • Sterling Asset Mangement Investment Services

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Common questions

Frequently asked questions

Is Charteris Treasury Portfolio Managers Limited FCA authorised?
Yes, Charteris Treasury Portfolio Managers Limited (FRN 114952) is authorised by the FCA to carry out regulated activities.
Is my money safe with Charteris Treasury Portfolio Managers?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Charteris Treasury Portfolio Managers to the Financial Ombudsman Service, free of charge.
Is Charteris Treasury Portfolio Managers a scam or clone?
Charteris Treasury Portfolio Managers 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 Charteris Treasury Portfolio Managers's Firm Reference Number (FRN)?
Charteris Treasury Portfolio Managers's FRN is 114952. You can verify it on the FCA register.