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.
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No website on the FCA register
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Phone number
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Address
20 Everest Walk, Cardiff, South Glamorgan, CF14 5AX, United Kingdom
In the full report: 2 background checks
- What kind of line 029 2075 5333 is
- Who else gives the postcode CF14 5AX
Other names (1)
If you were contacted under any of these names, it is this firm.
- Charterhouse Estate Planning And Investment Services Limited Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- 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
- 05922827 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 September 2006 (20 years old)
- Registered office
- 20 Everest Walk, Llanishen, Cardiff, CF14 5AX
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Alan Clarke | Director | Apr 1954 | 1 Sep 2006 | 1 other company |
| Anthony James Scrivens | Director | Feb 1968 | 1 Oct 2009 | None |
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 company
- 1
- still active
- 1
In the full report: all 1 company, 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
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£87.5k
+8.2% from £80.9k
Cash at bank
£197k
+3.6% from £190k
Employees (average)
2
Up 2 from 0
Owed within a year
£110k
<1% from £110k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2021 to 2026
- The chart, over every year
- Every filed figure, year by year
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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 05922827. 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
This firm’s history from the FCA register and Companies House, newest first.
2026
23 April 2026
- Changed its registered name from "Charterhouse Estate Planning And Investment Services Limited"
FCA register
2016
6 April 2016
- Alan Clarke became a part-owner (25–50% of shares)
- Anthony James Scrivens became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2007
5 February 2007
- Became authorised by the FCA
FCA register
2 February 2007
- Regulated by the Financial Services Authority from this date
FCA register
2006
1 September 2006
- Incorporated at Companies House
Companies House
In the full report: all 14 events
- All 14 events in its history (7 shown here)
- Every director appointment and resignation: 4
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Cardiff
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 this firm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 14 events in its history
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Frequently asked questions about this firm
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Who owns Charterhouse Estate Planning & Investment Services?
Who runs Charterhouse Estate Planning & Investment Services?
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What do Charterhouse Estate Planning & Investment Services’ latest accounts show?
Does Charterhouse Estate Planning & Investment Services use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk