City Asset Management PLC

Reference number: 122483

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

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 city-asset.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7324 2920 is
  • Who else gives the postcode EC2N 3AR
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Other names (1)

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

  • City Wealth Planning Former trading name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (1)
  • 020 7117 2503
Fake email addresses (1)
  • info@cityassetmgt.com
Fake websites (1)
  • cityassetmgt.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (10 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Making arrangements with a view to transactions in investments
  • 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.

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.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
02215617
Company status
Active
Company type
Public limited company
Incorporated
1 February 1988 (38 years old)
Registered office
7 Bishopsgate, London, EC2N 3AR
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David James Willcox Director Aug 1980 1 Dec 2009 5 other companies
Nicholas Coghill Director Nov 1971 1 Jun 2012 2 other companies
Rebecca Ann Fifield Director Aug 1976 4 Nov 2014 2 other companies
Christopher John Green Director Jan 1964 19 Oct 2015 None
Mark Justin Wells Rushton Director Apr 1962 26 Jan 2022 1 other company
Kate Macdonald Turner Director Mar 1964 6 Sep 2023 1 other company
Rebecca Ann Fifield Secretary Not published 9 Dec 2013 –

Other companies run by these 6 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
8
closed down
4
is FCA-registered
1

In the full report: all 8 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 2 companies these 6 directors run together
  • All 21 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (10) All events (50)

2024

11 January 2024

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2016

8 November 2016

  • FCA warned the public about a scam impersonating this firm

FCA warning list

1 July 2016

  • Hilary Anne Coghill became a part-owner (25–50% of shares)
  • Nicholas Coghill became a part-owner (25–50% of shares)
  • Stephen Coghill became a part-owner (25–50% of shares)

Companies House

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

1988

1 February 1988

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 50 events

  • All 50 events in its history (10 shown here)
  • Every director appointment and resignation: 34
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Firms connected to City Asset Management

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like City Asset Management

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

In London

Klarna Financial Services UK LimitedLondonAuthorisedAffirm U.K. LimitedLondonAuthorisedGlaxosmithkline Services UnlimitedLondonAuthorisedGoldsmiths University of LondonLondonAuthorisedPershing Securities LimitedLondonAuthorisedClydesdale Financial Services 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 City Asset Management

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
  • All 50 events in its history

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Frequently asked questions about this firm

Is City Asset Management PLC FCA authorised?
Yes, City Asset Management PLC (FRN 122483) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a lender. The FCA has placed a limit on what it may do.
What is City Asset Management’s phone number and website?
The FCA register lists the phone number 020 7324 2920 and the website city-asset.co.uk for City Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is City Asset Management a scam or clone?
Scammers have impersonated City Asset Management: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for City Asset Management, shown on this page.
Is my money safe with City Asset Management?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about City Asset Management to the Financial Ombudsman Service, free of charge.
Who owns City Asset Management?
Companies House lists 4 people with significant control of City Asset Management: Mrs Hilary Anne Coghill (25–50% of shares), Mr Nicholas Coghill (25–50% of shares), Mrs Hilary Anne Coghill (25–50% of shares) and Mr Stephen Coghill (25–50% of shares).
Who runs City Asset Management?
Companies House lists 6 directors of City Asset Management: David James Willcox, Nicholas Coghill, Rebecca Ann Fifield, Christopher John Green, Mark Justin Wells Rushton and Kate Macdonald Turner.
How long has City Asset Management been in business?
The company was formed on 1 February 1988, and has held its current FCA authorisation since December 2001.
Does City Asset Management use any other names?
It has previously used the name City Wealth Planning.

Sources and links

The full report on City Asset Management PLC

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