Collective Equity Ownership Limited

Reference number: 829375

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

SUNTERA ADVISERS (UK) LIMITED Reference number: 692447 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Collective Equity Ownership Limited (FRN 829375) is an AR of SUNTERA ADVISERS (UK) LIMITED (FRN 692447). When you use Collective Equity Ownership's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Collective Equity Ownership, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 collectiveequity.com first appeared online, and whether it can receive email
  • What kind of line 07871 540674 is
  • Who else gives the postcode SW6 4TJ
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Suntera Advisers (UK) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
10770510
Company status
Active
Company type
Private limited company
Incorporated
15 May 2017 (9 years old)
Registered office
2nd Floor,Heathmans House, 19 Heathmans Road, London, SW6 4TJ, United Kingdom
Nature of business
  • Other information technology service activities (SIC 62090)

Directors and company secretaries

Name Role Born Appointed Other companies
Brian Alessandro James Pallas Director Mar 1987 1 Nov 2021 1 other company
Tristan Daniel Schnegg Director Dec 1996 1 Nov 2021 4 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
5
closed down
1
still active
4

In the full report: all 5 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
  • All 6 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Cash at bank

£235k

+219% from £73.6k

Employees (average)

3

Same as 3

Owed within a year

£1.07m

+85% from £582k

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, 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 10770510. 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

Collective Equity Ownership’s history from the FCA register and Companies House, newest first.

Key events (3) All events (15)

2018

24 December 2018

  • Became an appointed representative

FCA register

2017

15 May 2017

  • Incorporated at Companies House
  • Bphv Holdings Limited became a part-owner (25–50% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (3 shown here)
  • Every director appointment and resignation: 12
Instant PDF download

Firms like Collective Equity Ownership

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Collective Equity Ownership

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 15 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Collective Equity Ownership Limited FCA authorised?
Collective Equity Ownership Limited (FRN 829375) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Collective Equity Ownership?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Collective Equity Ownership Limited (FRN 829375) is an AR of SUNTERA ADVISERS (UK) LIMITED (FRN 692447). When you use Collective Equity Ownership's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Collective Equity Ownership, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Collective Equity Ownership’s phone number and website?
The FCA register lists the phone number 07871 540674 and the website collectiveequity.com for Collective Equity Ownership. If you were given different contact details, use these to check with the firm before going any further.
Is Collective Equity Ownership a scam or clone?
Collective Equity Ownership 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 Collective Equity Ownership?
Protection works through Suntera Advisers (UK) Limited, the principal firm responsible for Collective Equity Ownership's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Collective Equity Ownership?
Companies House lists one person with significant control of Collective Equity Ownership: Bphv Holdings Limited (25–50% of shares).
Who runs Collective Equity Ownership?
Companies House lists 2 directors of Collective Equity Ownership: Brian Alessandro James Pallas and Tristan Daniel Schnegg.
How long has Collective Equity Ownership been in business?
The company was formed on 15 May 2017.
What do Collective Equity Ownership’s latest accounts show?
Its latest accounts, to 31 March 2025, show cash at bank of £235k (+219% from £73.6k).

Sources and links

The full report on Collective Equity Ownership Limited

£19.99 · Instant PDF download

Loading secure checkout…