Boldhaven Management LLP: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 8 years
Your funds are protected by FSCS
No FCA actions
Active company since 2017

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.

Website

boldhaven.com (opens in a new tab)
Phone number

07990 571658
Address

Boldhaven Management Llp, 100 Wigmore Street, London, Westminster, W1U 3RN, United Kingdom

In the full report: 3 background checks

When boldhaven.com first appeared online, and whether it can receive email
What kind of line 07990 571658 is
Who else gives the postcode W1U 3RN

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 (7 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
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

Limits on what they may do

This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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.

CPMI Requirement
The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

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: OC419544 (opens Companies House in a new tab)
Company status: Active
Company type: Limited liability partnership
Incorporated: 18 October 2017 (9 years old)
Registered office: 100 Wigmore Street 100 Wigmore Street, London, W1U 3RN, England

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Ronald Sofer	LLP designated member	Jun 1980	18 Oct 2017	1 other company
Andrew Schaeffer	LLP member	Sep 1970	30 May 2018	None
Jonathan David Knox	LLP member	Jun 1978	1 Oct 2022	1 other company
Gideon Adler	LLP member	Feb 1986	1 Oct 2022	None
Fredrik Windrup	LLP member	Apr 1985	1 Oct 2022	None
David Green	LLP member	Dec 1985	1 Oct 2022	None
Anna Louise Chadwick	LLP designated member	Jan 1994	1 Jan 2026	1 other company
BOLDHAVEN MANAGEMENT SERVICES LIMITED	Corporate LLP designated member	Not published	18 Oct 2017	None

Other companies run by these 8 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: 3
still active: 3

In the full report: all 3 companies, named

What each company does, and whether it is still trading
Which of these 8 directors sit on each board, and since when
Any that went into liquidation or administration
All 9 people who have ever been directors, with their dates

Key dates in its history

Boldhaven Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (16)

2018

1 June 2018

Regulated by the FCA from this date
FCA imposed a requirement (CPMI Requirement)
FCA imposed a requirement (May control but not hold client money)
Became authorised by the FCA

FCA register

2017

18 October 2017

Incorporated at Companies House
Ronald Sofer gained 50–75% of the votes

Companies House

In the full report: all 16 events

All 16 events in its history (6 shown here)
Every director appointment and resignation: 9

Firms like Boldhaven Management

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

In London

UBS Asset Management (UK) LtdLondonAuthorised UBS Asset Management Funds LtdLondonAuthorised J.P. Morgan Markets LimitedLondonAuthorised Revolut Trading LtdLondonAuthorised BlackRock Advisors (UK) LimitedLondonAuthorised BlackRock Fund Managers LimitedLondonAuthorised

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 Boldhaven Management

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

3 other companies its directors have run, named
3 background checks on its contact details
All 16 events in its history

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Frequently asked questions about this firm

Is Boldhaven Management LLP FCA authorised?

Yes, Boldhaven Management LLP (FRN 792765) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2018 and works as an investment or fund manager. The FCA has placed a limit on what it may do.

What is Boldhaven Management’s phone number and website?

The FCA register lists the phone number 07990 571658 and the website boldhaven.com for Boldhaven Management. If you were given different contact details, use these to check with the firm before going any further.

Is Boldhaven Management a scam or clone?

Boldhaven Management 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 Boldhaven Management?

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 Boldhaven Management to the Financial Ombudsman Service, free of charge.

Who owns Boldhaven Management?

Companies House lists one person with significant control of Boldhaven Management: Mr Ronald Sofer (50–75% of votes).

Who runs Boldhaven Management?

Companies House lists 8 directors of Boldhaven Management: Ronald Sofer, Andrew Schaeffer, Jonathan David Knox, Gideon Adler, Fredrik Windrup, David Green and 2 more.

How long has Boldhaven Management been in business?

The company was formed on 18 October 2017, and has held its current FCA authorisation since June 2018.