Best to Invest Limited

Reference number: 418807

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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

  • When hillgrafford.co.uk first appeared online, and whether it can receive email
  • What kind of line 07967 015805 is
  • Who else gives the postcode PE9 3BX
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Other names (3)

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

  • Hill Grafford Trading name
  • Harborough Independent Mortgages Former trading name
  • TrustedpartnerIFA Former trading 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
04180989
Company status
Active
Company type
Private limited company
Incorporated
16 March 2001 (25 years old)
Registered office
2 Middle Farm Cottage Main Street, Southorpe, Stamford, PE9 3BX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Lee Every Director Mar 1970 16 Mar 2001 8 other companies
Simon Lee Every Secretary Not published 3 Sep 2009 –

Other companies run by its director

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
8
closed down
5
is FCA-registered
1

In the full report: all 8 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Full accountsNot audited

Net assets

£706k

+22% from £579k

Cash at bank

£218k

+179% from £78.1k

Owed within a year

£98.2k

+3.3% from £95.1k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 04180989. 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

Best to Invest’s history from the FCA register and Companies House, newest first.

Key events (8) All events (23)

2019

3 April 2019

  • Best Strategies Limited became a part-owner (25–50% of shares)

Companies House

2 April 2019

  • Richard Michael Patey stopped being a part-owner

Companies House

2016

6 April 2016

  • Richard Michael Patey became a part-owner (25–50% of shares)
  • Simon Lee Every became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

4 April 2005

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

FCA register

2001

16 March 2001

  • Incorporated at Companies House

Companies House

In the full report: all 23 events

  • All 23 events in its history (8 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Best to Invest

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

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Best to Invest

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

In Stamford

BMSG Wealth Management LimitedStamfordAuthorisedChattertons Wealth Management LimitedStamfordAuthorisedGolden Oak Wealth Management LimitedStamfordAuthorisedLandmark IFA LimitedStamfordAuthorisedAbbey Wealth Management LtdStamfordAppointed representativeBCM Wealth Management LtdStamfordAppointed 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 Best to Invest

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

  • 8 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 23 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Best to Invest Limited FCA authorised?
Yes, Best to Invest Limited (FRN 418807) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Best to Invest’s phone number and website?
The FCA register lists the phone number 07967 015805 and the website hillgrafford.co.uk for Best to Invest. If you were given different contact details, use these to check with the firm before going any further.
Is Best to Invest a scam or clone?
Best to Invest 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 Best to Invest?
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 Best to Invest to the Financial Ombudsman Service, free of charge.
Who owns Best to Invest?
Companies House lists 2 people with significant control of Best to Invest: Best Strategies Limited (25–50% of shares) and Mr Simon Lee Every (25–50% of shares). Before that, it was controlled by Mr Richard Michael Patey.
Who runs Best to Invest?
Companies House lists one director of Best to Invest: Simon Lee Every.
How long has Best to Invest been in business?
The company was formed on 16 March 2001, and has held its current FCA authorisation since April 2005.
What do Best to Invest’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £706k (+22% from £579k) and cash at bank of £218k (+179% from £78.1k).
Does Best to Invest use any other names?
It trades as Hill Grafford. It has previously used 2 other names: Harborough Independent Mortgages and TrustedpartnerIFA.

Sources and links

The full report on Best to Invest Limited

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