Investment and Tax Advisory Services Limited

Reference number: 209529

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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
  • The Wilcox Young Partnership
  • Wilcox Young

Company details

From the company's Companies House record.

Company number
04206455
Company status
Active
Company type
Private limited company
Incorporated
26 April 2001 (25 years old)
Registered office
30a South Street, Dorchester, DT1 1BY, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Daniel Robert Weldon Director Jun 1975 30 Nov 2017

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 Pension Transfers and Pension Opt Outs
  • 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.

  • Wilcox Young Partnership 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
  • Verbatim Discretionary Managers
  • Wilcox Young Partnership

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Common questions

Frequently asked questions

Is Investment and Tax Advisory Services Limited FCA authorised?
Yes, Investment and Tax Advisory Services Limited (FRN 209529) is authorised by the FCA to carry out regulated activities.
Is my money safe with Investment and Tax Advisory Services?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Investment and Tax Advisory Services to the Financial Ombudsman Service, free of charge.
Is Investment and Tax Advisory Services a scam or clone?
Investment and Tax Advisory 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 Investment and Tax Advisory Services's Firm Reference Number (FRN)?
Investment and Tax Advisory Services's FRN is 209529. You can verify it on the FCA register.