Excel Learning Trust

Reference number: 1018634

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

SME HCI Limited Reference number: 626422 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Excel Learning Trust (FRN 1018634) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not Excel Learning Trust.
  • Example: if Excel Learning Trust refers you to a financial adviser, the advice should come from the principal firm, not from Excel Learning Trust itself.
  • 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, 1 thing worth a closer look

  • When excellearningtrust.org.uk first appeared online, and whether it can receive email
  • What kind of line 01904 806457 is
  • Who else gives the postcode YO24 2RU
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through SME HCI 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
10067116
Company status
Active
Company type
Private company limited by guarantee
Incorporated
16 March 2016 (10 years old)
Registered office
Woodthorpe Primary School Summerfield Road, Woodthorpe, York, YO24 2RU, England
Nature of business
  • Primary education (SIC 85200)
  • General secondary education (SIC 85310)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian David Wiggins Director Jun 1984 1 Apr 2019 None
Martyn John Sibley Director Mar 1962 1 Sep 2020 1 other company
Donna Smith Director Aug 1985 11 Oct 2022 None
Emad Elkhashen (Dr) Director Sep 1986 1 Sep 2025 None
Fay Elizabeth Andrews-Hodgson Director Oct 1974 1 Sep 2025 1 other company
Samantha Cuthbert Director Jan 1985 1 Sep 2025 None

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
2
still active
2

In the full report: all 2 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
  • All 29 people who have ever been directors, with their dates
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Key dates in its history

Excel Learning Trust’s history from the FCA register and Companies House, newest first.

Key events (5) All events (59)

2025

1 September 2025

  • Trevor Charlton gained significant control

Companies House

2024

29 August 2024

  • Became an introducer appointed representative

FCA register

2022

30 September 2022

  • Tracy Jayne Lightfoot gained significant control

Companies House

6 September 2022

  • Jill Donaldson-Hodges gained significant control

Companies House

2016

16 March 2016

  • Incorporated at Companies House

Companies House

In the full report: all 59 events

  • All 59 events in its history (5 shown here)
  • Every director appointment and resignation: 54
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Get the full report on Excel Learning Trust

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 59 events in its history

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Frequently asked questions about this firm

Is Excel Learning Trust FCA authorised?
Excel Learning Trust (FRN 1018634) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Excel Learning Trust?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Excel Learning Trust (FRN 1018634) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not Excel Learning Trust. Example: if Excel Learning Trust refers you to a financial adviser, the advice should come from the principal firm, not from Excel Learning Trust itself. 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 Excel Learning Trust’s phone number and website?
The FCA register lists the phone number 01904 806457 and the website excellearningtrust.org.uk for Excel Learning Trust. If you were given different contact details, use these to check with the firm before going any further.
Is Excel Learning Trust a scam or clone?
Excel Learning Trust 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 Excel Learning Trust?
Protection works through SME HCI Limited, the principal firm responsible for Excel Learning Trust's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Excel Learning Trust?
Companies House lists 3 people with significant control of Excel Learning Trust: Mr Trevor Charlton (significant influence or control), Dr Tracy Jayne Lightfoot (significant influence or control) and Mrs Jill Donaldson-Hodges (significant influence or control).
Who runs Excel Learning Trust?
Companies House lists 6 directors of Excel Learning Trust: Ian David Wiggins, Martyn John Sibley, Donna Smith, Emad Elkhashen (Dr), Fay Elizabeth Andrews-Hodgson and Samantha Cuthbert.
How long has Excel Learning Trust been in business?
The company was formed on 16 March 2016.

Sources and links

The full report on Excel Learning Trust

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