Chalfont Investment Consultants Limited

Reference number: 125116

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

  • When chalfontinvestments.co.uk first appeared online, and whether it can receive email
  • What kind of line 01753 889333 is
  • Who else gives the postcode SL9 8EL
Instant PDF download

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Not permitted to canvass off trade premises
    The firm is not permitted to canvass regulated borrower-lender-supplier agreements or regulated consumer hire agreements off trade premises

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 status
Active
Company type
Private limited company
Incorporated
8 June 1994 (32 years old)
Registered office
4-6 Station Road, Gerrards Cross, Buckinghamshire, SL9 8EL
Nature of business
  • Pension funding (SIC 65300)
  • Administration of financial markets (SIC 66110)

Directors and company secretaries

Name Role Born Appointed Other companies
Roger Simpson Director Apr 1945 8 Jun 1994 3 other companies

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
3
closed down
2
still active
1

In the full report: all 3 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
  • All 5 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£12.8m

+14% from £11.2m

Cash at bank

£7.47m

−20% from £9.31m

Owed within a year

£721k

−15% from £845k

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 £3.47m, for the year to 31 December 2021.

The accounts for the year to 31 December 2025 do not tag profit before tax in a form that can be read automatically, so it is not shown. The last tagged figure is £1.65m, for the year to 31 December 2023.

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
Instant PDF download
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 02936477. 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

Chalfont Investment Consultants’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Roger Simpson took control (75–100% of shares)

Companies House

2015

21 July 2015

  • FCA imposed a requirement (Not permitted to canvass off trade premises)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1995

1 November 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

1994

8 June 1994

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (7 shown here)
  • Every director appointment and resignation: 7
Instant PDF download

Firms like Chalfont Investment Consultants

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

In Gerrards Cross

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 Chalfont Investment Consultants

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
  • 7 years of accounts, charted
  • All 18 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Chalfont Investment Consultants Limited FCA authorised?
Yes, Chalfont Investment Consultants Limited (FRN 125116) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Chalfont Investment Consultants’ phone number and website?
The FCA register lists the phone number 01753 889333 and the website chalfontinvestments.co.uk for Chalfont Investment Consultants. If you were given different contact details, use these to check with the firm before going any further.
Is Chalfont Investment Consultants a scam or clone?
Chalfont Investment Consultants 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 Chalfont Investment Consultants?
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 Chalfont Investment Consultants to the Financial Ombudsman Service, free of charge.
Who owns Chalfont Investment Consultants?
Companies House lists one person with significant control of Chalfont Investment Consultants: Mr Roger Simpson (75–100% of shares).
Who runs Chalfont Investment Consultants?
Companies House lists one director of Chalfont Investment Consultants: Roger Simpson.
How long has Chalfont Investment Consultants been in business?
The company was formed on 8 June 1994, and has held its current FCA authorisation since December 2001.
What do Chalfont Investment Consultants’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £12.8m (+14% from £11.2m) and cash at bank of £7.47m (−20% from £9.31m).

Sources and links

The full report on Chalfont Investment Consultants Limited

£19.99 · Instant PDF download

Loading secure checkout…