Aberforth Unit Trust Managers Limited

Reference number: 146788

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When aberforth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0131 220 0733 is, and the other firm that gives it
  • Whether EH3 7NS is a shared office: 52 other firms give it
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Past FCA permissions and consumer protection

  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Permissions on the FCA record

  • Hold or safeguard your money
  • Run or oversee funds
Show FCA detail (1 permission)
  • Managing a UK UCITS

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
SC124771
Company status
Active
Company type
Private limited company
Incorporated
2 May 1990 (36 years old)
Registered office
14 Melville Street, Edinburgh, EH3 7NS
Nature of business
  • Activities of unit trusts (SIC 64302)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter Robert Shaw Director Aug 1974 1 May 2017 4 other companies
Douglas Murray Cooper Director Jun 1967 6 Aug 2019 1 other company
John Steel Richards Director Sep 1957 6 Aug 2019 3 other companies
Scott Leslie Wallace Director Aug 1975 1 May 2020 10 other companies
Samuel George Ford Director Jun 1983 1 May 2021 1 other company
ABERFORTH PARTNERS LLP Corporate secretary Not published 1 Dec 2005 –

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
14
closed down
3
are FCA-registered
2

In the full report: all 14 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 4 companies these 5 directors run together
  • All 18 people who have ever been directors, with their dates
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Key dates in its history

Aberforth Unit Trust Managers’s history from the FCA register and Companies House, newest first.

Key events (6) All events (40)

2017

2 May 2017

  • Aberforth Partners LLP took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1990

2 May 1990

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 40 events

  • All 40 events in its history (6 shown here)
  • Every director appointment and resignation: 31
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Firms connected to Aberforth Unit Trust Managers

Other FCA-listed firms that share a director, phone number or address with Aberforth Unit Trust Managers. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
  • 1 past link through former directors
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Firms like Aberforth Unit Trust Managers

Other firms of the same type (investment or fund manager), nearest first.

In Edinburgh

HBOS Investment Fund Managers LimitedEdinburghAuthorisedAegon Investments LimitedEdinburghAuthorisedScottish Widows Unit Trust Managers LimitedEdinburghAuthorisedBaillie Gifford & Co LimitedEdinburghAuthorisedPatria Capital Partners LLPEdinburghAuthorisedAmati Global Investors LimitedEdinburghAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Aberforth Unit Trust Managers

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 14 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 40 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Aberforth Unit Trust Managers Limited FCA authorised?
Yes, Aberforth Unit Trust Managers Limited (FRN 146788) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Aberforth Unit Trust Managers’ phone number and website?
The FCA register lists the phone number 0131 220 0733 and the website aberforth.co.uk for Aberforth Unit Trust Managers. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Aberforth Unit Trust Managers a scam or clone?
Aberforth Unit Trust Managers is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Aberforth Unit Trust Managers?
It is permitted to hold and control client money, which it must keep separate from its own. Protection depends on which product you hold and how Aberforth Unit Trust Managers handles your money, so check the specific product before you commit. You can also refer complaints about Aberforth Unit Trust Managers to the Financial Ombudsman Service, free of charge.
Who owns Aberforth Unit Trust Managers?
Aberforth Unit Trust Managers is owned by Aberforth Partners LLP, which holds 75–100% of shares and 75–100% of votes, since 2 May 2017.
Who runs Aberforth Unit Trust Managers?
Companies House lists 5 directors of Aberforth Unit Trust Managers: Peter Robert Shaw, Douglas Murray Cooper, John Steel Richards, Scott Leslie Wallace and Samuel George Ford.
How long has Aberforth Unit Trust Managers been in business?
The company was formed on 2 May 1990, and has held its current FCA authorisation since December 2001.

Sources and links

The full report on Aberforth Unit Trust Managers Limited

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