Morgan Lloyd Invest Ltd

Reference number: 820737

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Morgan Lloyd SIPP Services Limited Reference number: 516447 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Morgan Lloyd Invest Ltd (FRN 820737) is an AR of Morgan Lloyd SIPP Services Limited (FRN 516447). When you use Morgan Lloyd Invest's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Morgan Lloyd Invest, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Same company

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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.

  • No website on the FCA register

  • Verified phone number

    01275 813700

  • Verified address

    The Pavilions, 69-71 Macrae Road, Pill, Bristol, BS20 0DD, United Kingdom

Also trades as
  • Viewpoint

Company details

From the company's Companies House record.

Company number
09310773
Company status
Active
Company type
Private limited company
Incorporated
14 November 2014 (11 years old)
Registered office
The Pavilions Eden Park, Ham Green, Bristol, BS20 0DD
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Anthony Valentine Carty Director Jul 1967 14 Nov 2014
Neil Greenaway Director Nov 1970 14 Nov 2014
Ellis Organ Director Sep 1963 14 Nov 2014
Thomas Edward Chambers Secretary Not published 15 Nov 2014

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Morgan Lloyd SIPP Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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.

  • VIEWPOINT PORTFOLIO LTD

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Common questions

Frequently asked questions

Is Morgan Lloyd Invest Ltd FCA authorised?
Morgan Lloyd Invest Ltd (FRN 820737) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Morgan Lloyd Invest?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Morgan Lloyd Invest Ltd (FRN 820737) is an AR of Morgan Lloyd SIPP Services Limited (FRN 516447). When you use Morgan Lloyd Invest's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Morgan Lloyd Invest, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Morgan Lloyd Invest?
Protection works through Morgan Lloyd SIPP Services Limited, the principal firm responsible for Morgan Lloyd Invest's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Morgan Lloyd Invest a scam or clone?
Morgan Lloyd Invest 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 Morgan Lloyd Invest's Firm Reference Number (FRN)?
Morgan Lloyd Invest's FRN is 820737. You can verify it on the FCA register.