Morningstar Wealth Administration Limited

Reference number: 463566

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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.

Company details

From the company's Companies House record.

Company number
06016828
Company status
Active
Company type
Private limited company
Incorporated
4 December 2006 (19 years old)
Registered office
1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ, England
Nature of business
  • Activities of open-ended investment companies (SIC 64304)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Mark Francis Sanderson Director Jul 1982 23 Nov 2016
Christopher Divito Director Dec 1970 6 Apr 2020
Benjamin James Lester Director Dec 1976 11 Jan 2024
LDC NOMINEE SECRETARY LIMITED Corporate secretary Not published 9 Feb 2024

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds 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 (8 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Making arrangements with a view to transactions in investments
  • Managing a UK UCITS
  • Managing investments
  • Safeguarding and administration of assets (without arranging)

Limits on what they may do

  • May hold and control client money
    May hold and control client money.

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 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Praemium Administration Limited
  • Smartfund Administration Limited
  • SMart Operator Ltd

Names it no longer trades under

This firm has retired 3 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
  • Smartfund Administration
  • Smart IM
  • Smart Investment Management

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Common questions

Frequently asked questions

Is Morningstar Wealth Administration Limited FCA authorised?
Yes, Morningstar Wealth Administration Limited (FRN 463566) is authorised by the FCA to carry out regulated activities.
Is my money safe with Morningstar Wealth Administration?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Morningstar Wealth Administration to the Financial Ombudsman Service, free of charge.
Is Morningstar Wealth Administration a scam or clone?
Morningstar Wealth Administration 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 Morningstar Wealth Administration's Firm Reference Number (FRN)?
Morningstar Wealth Administration's FRN is 463566. You can verify it on the FCA register.