Handheld Investments Limited

Reference number: 410619

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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 handheldinvestments.com first appeared online, and whether it can receive email
  • What kind of line 0141 639 5287 is
  • Who else gives the postcode G77 5EA
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FCA permissions and consumer protection

  • 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.
  • 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.
  • 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 (4 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
  • 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
SC261665
Company status
Active
Company type
Private limited company
Incorporated
9 January 2004 (22 years old)
Registered office
C/O Paterson & Co, 223 Ayr Road, Newton Mearns Glasgow, East Renfrewshire, G77 6AH
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen John Boland Director Aug 1962 1 Oct 2004 None
Anne Finnigan Secretary Not published 31 Dec 2004 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£215k

−12% from £243k

Employees (average)

1

−50% from 2

Owed within a year

£36.6k

−59% from £88.5k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 SC261665. 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

Handheld Investments’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2016

6 April 2016

  • Stephen John Boland took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

4 January 2005

  • Became authorised by the FCA

FCA register

1 January 2005

  • Regulated by the Financial Services Authority from this date

FCA register

2004

9 January 2004

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Handheld Investments

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

In Glasgow

Advanced Asset Consultants LimitedGlasgowAuthorisedAdvanta Direct LtdGlasgowAuthorisedAlistair Craig Financial Services LtdGlasgowAuthorisedAml Associates Financial Services Ltd.GlasgowAuthorisedAvoca Wealth Management LtdGlasgowAuthorisedBegley Brown Financial Solutions Ltd.GlasgowAuthorised

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 Handheld Investments

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Handheld Investments Limited FCA authorised?
Yes, Handheld Investments Limited (FRN 410619) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Handheld Investments’ phone number and website?
The FCA register lists the phone number 0141 639 5287 and the website handheldinvestments.com for Handheld Investments. If you were given different contact details, use these to check with the firm before going any further.
Is Handheld Investments a scam or clone?
Handheld Investments 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 Handheld Investments?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Handheld Investments to the Financial Ombudsman Service, free of charge.
Who owns Handheld Investments?
Companies House lists one person with significant control of Handheld Investments: Mr Stephen John Boland (75–100% of shares).
Who runs Handheld Investments?
Companies House lists one director of Handheld Investments: Stephen John Boland.
How long has Handheld Investments been in business?
The company was formed on 9 January 2004, and has held its current FCA authorisation since January 2005.
What do Handheld Investments’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £215k (−12% from £243k).

Sources and links

The full report on Handheld Investments Limited

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