Doherty Pension & Investment Consultancy Limited

Reference number: 186761

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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.

Also trades as
  • Mattioli Woods

Company details

From the company's Companies House record.

Company number
NI031915
Company status
Active
Company type
Private limited company
Incorporated
7 February 1997 (29 years old)
Registered office
6th Floor River House, 48-60 High Street, Belfast, BT1 2BE, Northern Ireland
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Terence Henry Lappin Director Sep 1961 7 Feb 1997
Alan John Thomson Director Sep 1971 8 Jul 2005
John Dooher Director Dec 1981 1 Jun 2015
Stephen Cross Director Jun 1971 14 Sep 2018
Lorraine Sarah Rodgers Director Jul 1973 1 Jun 2021
Michael David Wright Director Apr 1982 19 Apr 2023

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • 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.

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.

  • Willis & Doherty Pension &Investment Consultancy Limited

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Common questions

Frequently asked questions

Is Doherty Pension & Investment Consultancy Limited FCA authorised?
Yes, Doherty Pension & Investment Consultancy Limited (FRN 186761) is authorised by the FCA to carry out regulated activities.
Is my money safe with Doherty Pension & Investment Consultancy?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Doherty Pension & Investment Consultancy to the Financial Ombudsman Service, free of charge.
Is Doherty Pension & Investment Consultancy a scam or clone?
Doherty Pension & Investment Consultancy 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 Doherty Pension & Investment Consultancy's Firm Reference Number (FRN)?
Doherty Pension & Investment Consultancy's FRN is 186761. You can verify it on the FCA register.