Ethical Investments (SW) Ltd
Reference number: 828050
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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.
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Verified website
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Verified phone number
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Verified address
The Old Rectory, Old Quay Lane, St. Germans, Saltash, Cornwall, PL12 5LH, United Kingdom
- Ethical Investments Sustainable World
Company details
From the company's Companies House record.
- Company number
- 11611438
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 October 2018 (7 years old)
- Registered office
- The Old Rectory Old Quay Lane, St. Germans, Saltash, PL12 5LH, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Malcolm Dodd | Director | Jul 1963 | 9 Oct 2018 |
| Deborah Jane Boden Mbe | Secretary | Not published | 9 Oct 2018 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Show FCA detail (5 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
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Limited pension transfer activity
This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); defined contribution occupational schemes without safeguarded benefits
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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