Apex Fundrock Limited

Reference number: 469627

Instant download

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 fundrock.com first appeared online, and whether it can receive email
  • What kind of line 01245 398950 is, and the other firm that gives it
  • Who else gives the postcode CM1 3BY
Instant PDF download
Other names (7)

If you were contacted under any of these names, it is this firm.

  • FP Trading name
  • FundRock Trading name
  • MI Fund Trading name
  • MI Funds Trading name
  • Maitland Institutional Services Ltd Former name
  • Phoenix Fund Services (UK) Limited Former name
  • Maitland Fund Services Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Run or oversee funds 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (3 permissions)
  • Managing an authorised AIF
  • Managing an unauthorised AIF
  • 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
06252939
Company status
Active
Company type
Private limited company
Incorporated
18 May 2007 (19 years old)
Registered office
Hamilton Centre, Rodney Way, Chelmsford, CM1 3BY, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Patric Foley-Brickley Director Feb 1959 8 Jan 2014 4 other companies
David John Phillips Director Apr 1956 18 Dec 2019 2 other companies
Jonathan Frank Denis Thompson Director Aug 1957 18 Dec 2019 2 other companies
Alexander Charles Deptford Director Jan 1965 15 Oct 2020 5 other companies
Simon John Gunson Director Apr 1967 24 May 2024 1 other company
Lisa Antoinette Poynter Director Dec 1978 18 Jun 2024 None
Eric Michel Christian Personne Director Dec 1972 25 Sep 2024 4 other companies
Sarah Fry Secretary Not published 12 Apr 2023 –

Other companies run by these 7 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
6
are FCA-registered
4

In the full report: all 14 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register, including one no longer authorised
  • The 2 companies these 7 directors run together
  • All 26 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 April 2023Full accountsNot audited

Turnover

£13.6m

No earlier figure to compare

Profit before tax

£500k

No earlier figure to compare

Net assets

£5.66m

No earlier figure to compare

Cash at bank

£7.08m

No earlier figure to compare

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.

Accounts filed at Companies House for company 06252939. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Apex Fundrock’s history from the FCA register and Companies House, newest first.

Key events (9) All events (65)

2022

19 December 2022

  • Apex Consolidation Entity Limited took control (75–100% of shares)
  • Maitland Administration Services Limited gave up control

Companies House

2016

6 April 2016

  • Maitland Administration Services Limited took control (75–100% of shares)

Companies House

5 April 2016

  • Changed its registered name from "Maitland Institutional Services Ltd"

FCA register

1 April 2016

  • Changed its registered name from "Phoenix Fund Services (UK) Limited"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

7 December 2007

  • Became authorised by the FCA

FCA register

19 October 2007

  • Regulated by the Financial Services Authority from this date

FCA register

18 May 2007

  • Incorporated at Companies House

Companies House

In the full report: all 65 events

  • All 65 events in its history (9 shown here)
  • Every director appointment and resignation: 47
Instant PDF download

Firms connected to Apex Fundrock

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

connected firms
4
no longer authorised
1
share a director
3

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (3), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
Instant PDF download

Firms like Apex Fundrock

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

In Chelmsford

Barras Capital Management PLCChelmsfordAuthorisedFundrock Partners LimitedChelmsfordAuthorisedMinerva Fund Management Solutions LimitedChelmsfordAuthorised

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 Apex Fundrock

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 65 events in its history
  • 4 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Apex Fundrock Limited FCA authorised?
Yes, Apex Fundrock Limited (FRN 469627) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2007 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Apex Fundrock’s phone number and website?
The FCA register lists the phone number 01245 398950 and the website fundrock.com for Apex Fundrock. 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 Apex Fundrock a scam or clone?
Apex Fundrock 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 Apex Fundrock?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Apex Fundrock to the Financial Ombudsman Service, free of charge.
Who owns Apex Fundrock?
Apex Fundrock is owned by Apex Consolidation Entity Limited, which holds 75–100% of shares, since 19 December 2022. Before that, it was controlled by Maitland Administration Services Limited.
Who runs Apex Fundrock?
Companies House lists 7 directors of Apex Fundrock: Patric Foley-Brickley, David John Phillips, Jonathan Frank Denis Thompson, Alexander Charles Deptford, Simon John Gunson, Lisa Antoinette Poynter and 1 more.
How long has Apex Fundrock been in business?
The company was formed on 18 May 2007, and has held its current FCA authorisation since December 2007.
What do Apex Fundrock’s latest accounts show?
Its latest accounts, to 30 April 2023, show turnover of £13.6m (no earlier figure to compare) and profit before tax of £500k (no earlier figure to compare).
Does Apex Fundrock use any other names?
It trades as FP, FundRock, MI Fund and MI Funds. It has previously used 3 other names: Maitland Institutional Services Ltd, Phoenix Fund Services (UK) Limited and Maitland Fund Services.

Sources and links

The full report on Apex Fundrock Limited

£19.99 · Instant PDF download

Loading secure checkout…