Blackfinch Investments Limited

Reference number: 153860

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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 blackfinch.com first appeared online, and whether it can receive email
  • What kind of line 01452 717070 is, and the other firm that gives it
  • Who else gives the postcode GL53 9PQ
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Other names (8)

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

  • Blackfinch Ventures Trading name
  • AVD Wealth Limited Former name
  • AVD Wealth Management Former name
  • Blackfinch Investment Solutions Limited Former name
  • Neville James Limited Former name
  • AVD Wealth Former trading name
  • Blackfinch Wealth Former trading name
  • Neville James Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · 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.
  • 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.
  • 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 (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing an unauthorised AIF
  • Managing investments
  • Safeguarding and administration of assets (without arranging)
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • Small Authorised UK AIFM (Sub-Threshold)
    The total value of assets under management by the firm must not exceed the relevant threshold as set out in Article 3(2) of AIFMD (as determined under Chapter II, section I of the AIFMD level 2 regulation). In the event that the relevant threshold is breached, the firm must submit an application for authorisation as a Full-scope UK AIFM to the FCA

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
02705948
Company status
Active
Company type
Private limited company
Incorporated
10 April 1992 (34 years old)
Registered office
Meadow Barn, Elkstone Studios, Cheltenham, GL53 9PQ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard James Cook Director Jan 1978 31 Mar 2010 78 other companies
Richard Leonard Simmonds Director Dec 1979 1 Nov 2016 59 other companies

Other companies run by these 2 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
99
closed down
39
are FCA-registered
2

In the full report: all 99 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 38 companies these 2 directors run together
  • All 16 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsAudited

Profit before tax

£2.29m

−32% from £3.36m

Net assets

£7.63m

+38% from £5.55m

Cash at bank

£5.85m

+340% from £1.33m

Owed within a year

£2.46m

−3.8% from £2.56m

The accounts for the year to 31 December 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £16.6m, for the year to 31 December 2022.

Profit before tax

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • Both charts, 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 02705948. 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

Blackfinch Investments’s history from the FCA register and Companies House, newest first.

Key events (12) All events (52)

2020

2 November 2020

  • FCA imposed a requirement (Small Authorised UK AIFM (Sub-Threshold))

FCA register

2016

6 April 2016

  • Blackfinch Group Limited took control (75–100% of shares)

Companies House

2015

21 April 2015

  • Changed its registered name from "Blackfinch Investment Solutions Limited"

FCA register

2013

16 April 2013

  • Changed its registered name from "AVD Wealth Limited"

FCA register

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

14 June 2010

  • Changed its registered name from "AVD Wealth Management"

FCA register

12 May 2010

  • Changed its registered name from "Neville James Limited"

FCA register

4 January 2010

  • Board replaced: all 5 directors left and a new director took over

Companies House

2001

1 December 2001

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

FCA register

1995

17 July 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

1992

10 April 1992

  • Incorporated at Companies House

Companies House

In the full report: all 52 events

  • All 52 events in its history (12 shown here)
  • Every director appointment and resignation: 30
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Firms connected to Blackfinch Investments

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

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Blackfinch Investments

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

In Cheltenham

Hugh Davies Associates LimitedCheltenhamAuthorisedBlackfinch Asset Management LimitedCheltenhamAppointed representativeThrive by Blackfinch LimitedCheltenhamAppointed 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 Blackfinch Investments

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

  • 99 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 52 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Blackfinch Investments Limited FCA authorised?
Yes, Blackfinch Investments Limited (FRN 153860) 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 Blackfinch Investments’ phone number and website?
The FCA register lists the phone number 01452 717070 and the website blackfinch.com for Blackfinch Investments. 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 Blackfinch Investments a scam or clone?
Blackfinch Investments 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 Blackfinch Investments?
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 Blackfinch Investments to the Financial Ombudsman Service, free of charge.
Who owns Blackfinch Investments?
Blackfinch Investments is owned by Blackfinch Group Limited, which holds 75–100% of shares, since 6 April 2016.
Who runs Blackfinch Investments?
Companies House lists 2 directors of Blackfinch Investments: Richard James Cook and Richard Leonard Simmonds.
How long has Blackfinch Investments been in business?
The company was formed on 10 April 1992, and has held its current FCA authorisation since December 2001.
What do Blackfinch Investments’ latest accounts show?
Its latest accounts, to 31 December 2025, show profit before tax of £2.29m (−32% from £3.36m) and net assets of £7.63m (+38% from £5.55m).
Does Blackfinch Investments use any other names?
It trades as Blackfinch Ventures. It has previously used 7 other names, including AVD Wealth Limited, AVD Wealth Management and Blackfinch Investment Solutions Limited.

Sources and links

The full report on Blackfinch Investments Limited

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