INVESTWISE ASSET MANAGEMENT LIMITED

Reference number: 586846

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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
  • Investwise
  • Investwise Group

Company details

From the company's Companies House record.

Company number
05668697
Company status
Active
Company type
Private limited company
Incorporated
6 January 2006 (20 years old)
Registered office
57 Wealden Way, Haywards Heath, RH16 4DD, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Clifford Mark Bird Director Oct 1962 9 Jan 2006
Harrison Izaak Santos Bird Director Feb 2000 6 Apr 2024
Marina Joao Bird Secretary Not published 9 Jan 2006

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.
  • 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.
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  • 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
  • Credit Broking
  • Debt-counselling
  • 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.

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Common questions

Frequently asked questions

Is INVESTWISE ASSET MANAGEMENT LIMITED FCA authorised?
Yes, INVESTWISE ASSET MANAGEMENT LIMITED (FRN 586846) is authorised by the FCA to carry out regulated activities.
Is my money safe with INVESTWISE ASSET MANAGEMENT?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about INVESTWISE ASSET MANAGEMENT to the Financial Ombudsman Service, free of charge.
Is INVESTWISE ASSET MANAGEMENT a scam or clone?
INVESTWISE ASSET MANAGEMENT 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 INVESTWISE ASSET MANAGEMENT's Firm Reference Number (FRN)?
INVESTWISE ASSET MANAGEMENT's FRN is 586846. You can verify it on the FCA register.