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.
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No website on the FCA register
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Phone number
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Address
4 Mulgrave Chambers, 26-28 Mulgrave Road, Sutton, Surrey, SM2 6LE, United Kingdom
In the full report: 2 background checks
- What kind of line 020 8543 6698 is
- Who else gives the postcode SM2 6LE
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
FCA disciplinary action
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- OC403228 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 2 December 2015 (10 years old)
- Registered office
- 4 Mulgrave Chambers, 26-28 Mulgrave Road, Sutton, Surrey, SM2 6LE, United Kingdom
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Patricia Sheffield | LLP designated member | Oct 1950 | 2 Dec 2015 | None |
| Jonathan Stephen Sheffield | LLP designated member | Sep 1946 | 2 Dec 2015 | 2 other companies |
| Jacqueline Ann Coster | LLP designated member | Nov 1946 | 1 Mar 2023 | None |
| Malcolm David Coster | LLP designated member | Jun 1944 | 1 Mar 2023 | None |
Other companies run by these 4 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
- 2
- closed down
- 2
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Cash at bank
£83.0k
No earlier figure to compare
Employees (average)
2
−33% from 3
Owed within a year
£17.6k
No earlier figure to compare
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company OC403228. Figures are exactly as filed; nothing is estimated.
Key dates in its history
AIS Pensions’s history from the FCA register and Companies House, newest first.
2016
1 November 2016
- Jonathan Stephen Sheffield became the majority owner (50–75% of shares)
- Patricia Sheffield became a part-owner (25–50% of shares)
- Patricia Sheffield stopped being a part-owner
- Regulated by the FCA from this date
- FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
- Became authorised by the FCA
Companies House · FCA register
2015
2 December 2015
- Incorporated at Companies House
Companies House
In the full report: all 19 events
- All 19 events in its history (7 shown here)
- Every director appointment and resignation: 10
Firms connected to AIS Pensions
Other FCA-listed firms that share a director, phone number or address with AIS Pensions. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like AIS Pensions
Other firms of the same type (financial adviser), nearest first.
In Sutton
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 AIS Pensions
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 19 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk