Argentis Financial Planning Ltd

Reference number: 624277

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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 shackletonadvisers.co.uk first appeared online, and whether it can receive email
  • What kind of line 023 9223 1448 is, and the 3 other firms that give it
  • Who else gives the postcode PO7 7SE
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Other names (3)

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

  • IMS Capital Trading name
  • Shackleton Trading name
  • Fund Management Limited Former name

FCA permissions and consumer protection

  • 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.
  • 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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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 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
06744013
Company status
Active
Company type
Private limited company
Incorporated
7 November 2008 (17 years old)
Registered office
5 Lancer House, Westside View, Waterlooville, Hampshire, PO7 7SE, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Thomas Karl Westenberger Director Mar 1966 24 Feb 2025 10 other companies
Paul Douglas White Director Sep 1976 14 May 2025 15 other companies
Edward John Renwick Director Jun 1977 28 May 2025 20 other companies
Harry Bhavnani Director Jan 1975 18 Jul 2025 19 other companies
Grant Thomas Hotson Director Sep 1971 12 Oct 2026 52 other companies
Paul William Feeney Director Nov 1963 12 Oct 2026 66 other companies

Other companies run by these 6 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
73
closed down
9
are FCA-registered
25

In the full report: all 73 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 25 on the FCA register
  • The 47 companies these 6 directors run together
  • All 14 people who have ever been directors, with their dates
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Key dates in its history

Argentis Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (8) All events (34)

2020

3 September 2020

  • Changed its registered name from "Fund Management Limited"

FCA register

2018

27 April 2018

  • Board replaced: both directors left and 3 new directors took over
  • Argentis Group Ltd took control (75–100% of shares)
  • Ian Rodney Head gave up control

Companies House

2016

1 July 2016

  • Ian Rodney Head took control (75–100% of shares)

Companies House

2014

4 November 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2008

7 November 2008

  • Incorporated at Companies House

Companies House

In the full report: all 34 events

  • All 34 events in its history (8 shown here)
  • Every director appointment and resignation: 22
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Firms connected to Argentis Financial Planning

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

connected firms
12
share a director
12
share its phone number
3

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (12), the same phone number (3), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Argentis Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Waterlooville

Argentis Wealth Management LtdWaterloovilleAuthorisedIntegrity Financial Planning LimitedWaterloovilleAuthorisedVision Financial Strategies LimitedWaterloovilleAuthorisedAction Finance LtdWaterloovilleAppointed representativeCitygold Financial Services LtdWaterloovilleAppointed representativeCompass Financial Planning LimitedWaterloovilleAppointed representative

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 Argentis Financial Planning

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

  • 73 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 34 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Argentis Financial Planning Ltd FCA authorised?
Yes, Argentis Financial Planning Ltd (FRN 624277) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Argentis Financial Planning’s phone number and website?
The FCA register lists the phone number 023 9223 1448 and the website shackletonadvisers.co.uk for Argentis Financial Planning. 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 3 other FCA firms.
Is Argentis Financial Planning a scam or clone?
Argentis Financial Planning 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 Argentis Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Argentis Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Argentis Financial Planning?
Argentis Financial Planning is owned by Argentis Group Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 27 April 2018. Before that, it was controlled by Mr Ian Rodney Head.
Who runs Argentis Financial Planning?
Companies House lists 6 directors of Argentis Financial Planning: Andrew Thomas Karl Westenberger, Paul Douglas White, Edward John Renwick, Harry Bhavnani, Grant Thomas Hotson and Paul William Feeney.
How long has Argentis Financial Planning been in business?
The company was formed on 7 November 2008, and has held its current FCA authorisation since November 2014.
Does Argentis Financial Planning use any other names?
It trades as IMS Capital and Shackleton. It has previously used the name Fund Management Limited.

Sources and links

The full report on Argentis Financial Planning Ltd

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