Trust Inheritance Ltd
Reference number: 758073
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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.
Responsible principal firm
M&G ADVICE PARTNERS LIMITED Reference number: 584256 View firm →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.
- Trust Inheritance Ltd (FRN 758073) introduces customers to M&G ADVICE PARTNERS LIMITED (FRN 584256). Any regulated advice or arranging is done by the principal, not Trust Inheritance.
- Example: if Trust Inheritance refers you to a financial adviser, the advice should come from the principal firm, not from Trust Inheritance 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.
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Verified website
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Verified phone number
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Verified address
Crown House, 1 Stafford Place, Weston-super-Mare, BS23 2QZ, United Kingdom
Company details
From the company's Companies House record.
- Company name
- TRUST INHERITANCE LIMITED
- Company number
- 02490912
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 April 1990 (36 years old)
- Registered office
- Crown House, 1 Stafford Place, Weston-Super-Mare, North Somerset, BS23 2QZ, England
- Nature of business
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- Activities of patent and copyright agents; other legal activities not elsewhere classified (SIC 69109)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Joanne Dickson | Director | Jan 1979 | 4 May 2017 |
| Stephen William Jenkins | Director | Nov 1962 | Not published |
| Karen Channon | Secretary | Not published | 28 Oct 2002 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through M&G ADVICE PARTNERS 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