Windsor Private Office Investment Management Limited

Reference number: 781702

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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.

  • No website on the FCA register

  • Verified phone number

    020 3196 2900

  • Verified address

    Windsor House, Cornwall Road, Harrogate, North Yorkshire, HG1 2PW, United Kingdom

Company details

From the company's Companies House record.

Company number
10481721
Company status
Active
Company type
Private limited company
Incorporated
16 November 2016 (9 years old)
Registered office
Windsor House, Cornwall Road, Harrogate, HG1 2PW, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
James O'Hare Director May 1960 16 Feb 2018
Ross Kevin Hyett Director Jun 1953 26 Nov 2018
Clare Orriel Director Aug 1978 26 Nov 2018

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 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 →

  • 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.
  • 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)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • Must comply with the requirements in regulation 4C
    Must comply with the requirements in regulation 4C (or any successor) of the Financial Services and Markets Act 2000 (Markets in Financial Instruments) Regulations 2007
  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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.

  • Windsor Private Office Limited

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Common questions

Frequently asked questions

Is Windsor Private Office Investment Management Limited FCA authorised?
Yes, Windsor Private Office Investment Management Limited (FRN 781702) is authorised by the FCA to carry out regulated activities.
Is my money safe with Windsor Private Office Investment Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Windsor Private Office Investment Management to the Financial Ombudsman Service, free of charge.
Is Windsor Private Office Investment Management a scam or clone?
Windsor Private Office Investment 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 Windsor Private Office Investment Management's Firm Reference Number (FRN)?
Windsor Private Office Investment Management's FRN is 781702. You can verify it on the FCA register.