Summit Learning Trust

Reference number: 1034969

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Summit Learning Trust (FRN 1034969) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not Summit Learning Trust.
  • Example: if Summit Learning Trust refers you to a financial adviser, the advice should come from the principal firm, not from Summit Learning Trust itself.
  • 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.

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
07348167
Company status
Active
Company type
Private company limited by guarantee
Incorporated
17 August 2010 (15 years old)
Registered office
Summit Learning Trust Office Summit Learning Trust C/O Ninestiles, An Academy, Hartfield Crescent, Birmingham, West Midlands, B27 7QG, England
Nature of business
  • Primary education (SIC 85200)
  • General secondary education (SIC 85310)
  • Post-secondary non-tertiary education (SIC 85410)

Current directors and secretaries

Name Role Born Appointed
Karen Crowston Director Sep 1962 17 Aug 2010
Neal Clements Director Jun 1952 1 Sep 2017
Richard John Beamish Director Apr 1950 1 Sep 2017
Tejal Fatania Director Jun 1972 1 Sep 2020
Glen Collins Director Oct 1964 1 Sep 2020
Emma Pritchard Director Dec 1982 2 Mar 2021
Caroline Anne Hick Director Aug 1958 1 Jul 2021
Vincent James Green Director Dec 1974 1 Sep 2022
Sharon Kaur Johal Director Nov 1976 11 Sep 2024
Jim Dolan Director Apr 1972 22 Sep 2024
Lucinda Case Director May 1963 23 Sep 2024
Stephen Paul Smith Director May 1976 23 Sep 2024
Simon Witham (Dr) Director Sep 1971 12 May 2026
Rebecca Beardsworth Secretary Not published 5 Sep 2023

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through SME HCI 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.

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Common questions

Frequently asked questions

Is Summit Learning Trust FCA authorised?
Summit Learning Trust (FRN 1034969) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Summit Learning Trust?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Summit Learning Trust (FRN 1034969) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not Summit Learning Trust. Example: if Summit Learning Trust refers you to a financial adviser, the advice should come from the principal firm, not from Summit Learning Trust itself. 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 Summit Learning Trust?
Protection works through SME HCI Limited, the principal firm responsible for Summit Learning Trust's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Summit Learning Trust a scam or clone?
Summit Learning Trust 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 Summit Learning Trust's Firm Reference Number (FRN)?
Summit Learning Trust's FRN is 1034969. You can verify it on the FCA register.