Handelsbanken Wealth & Asset Management Limited

Reference number: 197340

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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 wealthandasset.handelsbanken.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7045 1320 is, and the other firm that gives it
  • Who else gives the postcode EC2V 5HA
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Other names (8)

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

  • Handelsbanken Asset Management Trading name
  • Handelsbanken Wealth Trading name
  • Handelsbanken Wealth Management Trading name
  • Cripps Portfolio Limited Former name
  • Heartwood Wealth Management Limited Former name
  • Heartwood Former trading name
  • Heartwood Investment Management Former trading name
  • Heartwood Private Wealth Management Former trading name

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 (13 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
  • Causing dematerialised instructions to be sent
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)
  • Sending dematerialised instructions

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
04132340
Company status
Active
Company type
Private limited company
Incorporated
29 December 2000 (25 years old)
Registered office
25 Basinghall Street, London, EC2V 5HA, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Anthony Charnock Director Aug 1959 17 Apr 2023 2 other companies
John Lambert Ellacott Director Sep 1963 1 Apr 2024 None
Matthew Alexander Granger Handley Director May 1979 1 Oct 2024 2 other companies
Christopher Teasdale Director Jan 1970 7 Nov 2024 None
Asa Foster Secretary Not published 1 Feb 2022 –

Other companies run by these 4 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
4
still active
4
are FCA-registered
2

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • All 30 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (8) All events (79)

2020

20 November 2020

  • Changed its registered name from "Heartwood Wealth Management Limited"

FCA register

2016

6 April 2016

  • Handelsbanken PLC took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

16 January 2006

  • Changed its registered name from "Cripps Portfolio Limited"

FCA register

2001

1 December 2001

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

FCA register

6 November 2001

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

2000

29 December 2000

  • Incorporated at Companies House

Companies House

In the full report: all 79 events

  • All 79 events in its history (8 shown here)
  • Every director appointment and resignation: 58
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Firms connected to Handelsbanken Wealth & Asset Management

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

connected firms
4
share its phone number
1
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same phone number (1), the same postcode (4)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Handelsbanken Wealth & Asset Management

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) 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 Handelsbanken Wealth & Asset Management

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 79 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Handelsbanken Wealth & Asset Management Limited FCA authorised?
Yes, Handelsbanken Wealth & Asset Management Limited (FRN 197340) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Handelsbanken Wealth & Asset Management’s phone number and website?
The FCA register lists the phone number 020 7045 1320 and the website wealthandasset.handelsbanken.co.uk for Handelsbanken Wealth & Asset Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Handelsbanken Wealth & Asset Management a scam or clone?
Handelsbanken Wealth & Asset Management 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 Handelsbanken Wealth & Asset Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Handelsbanken Wealth & Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Handelsbanken Wealth & Asset Management?
Handelsbanken Wealth & Asset Management is owned by Handelsbanken PLC, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Handelsbanken Wealth & Asset Management?
Companies House lists 4 directors of Handelsbanken Wealth & Asset Management: Richard Anthony Charnock, John Lambert Ellacott, Matthew Alexander Granger Handley and Christopher Teasdale.
How long has Handelsbanken Wealth & Asset Management been in business?
The company was formed on 29 December 2000, and has held its current FCA authorisation since December 2001.
Does Handelsbanken Wealth & Asset Management use any other names?
It trades as Handelsbanken Asset Management, Handelsbanken Wealth and Handelsbanken Wealth Management. It has previously used 5 other names, including Cripps Portfolio Limited, Heartwood Wealth Management Limited and Heartwood.

Sources and links

The full report on Handelsbanken Wealth & Asset Management Limited

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