HBOS Investment Fund Managers Limited

Reference number: 119223

Instant download

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 halifax.co.uk first appeared online, and whether it can receive email
  • What kind of line 0345 366 1513 is
  • Who else gives the postcode EH3 9BN
Instant PDF download
Other names (4)

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

  • Halifax Financial Services Trading name
  • Equitable Investment Fund Managers Limited Former name
  • Equitable Unit Trust Managers Limited Former name
  • Halifax Investment Fund Managers Limited Former name

FCA permissions and consumer protection

  • Hold or safeguard your money · Run or oversee funds 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 (2 permissions)
  • Managing an authorised AIF
  • Managing a UK UCITS

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
00941082
Company status
Active
Company type
Private limited company
Incorporated
24 October 1968 (58 years old)
Registered office
Trinity Road, Halifax, West Yorkshire, HX1 2RG
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Gayle Elaine Schumacher Director May 1959 1 Sep 2019 21 other companies
Shingirai Thaddeus Nyahasha Director Jan 1974 15 Jan 2024 15 other companies
Matthew Hilmar Cuhls Director Aug 1974 1 Jul 2024 15 other companies
Scott Cameron Guild Director Aug 1967 1 May 2025 1 other company
Dena Jane Brumpton Director Dec 1963 2 Feb 2026 17 other companies
Peter John Fitzgerald Director Feb 1972 2 Mar 2026 6 other companies
Krishna Venkata Raman Secretary Not published 1 Mar 2026 –

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
30
closed down
1
are FCA-registered
13

In the full report: all 30 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 13 on the FCA register
  • The 15 companies these 6 directors run together
  • All 75 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

HBOS Investment Fund Managers’s history from the FCA register and Companies House, newest first.

Key events (16) All events (167)

2025

11 September 2025

  • Hbos Financial Services Limited gave up control
  • Scottish Widows Financial Services Holdings gave up control
  • Scottish Widows Financial Services Holdings took control (75–100% of shares)
  • Scottish Widows Group Limited took control (75–100% of shares)

Companies House

8 September 2025

  • Halifax Financial Services (Holdings) Limited gave up control
  • Hbos Financial Services Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Halifax Financial Services (Holdings) Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

25 March 2008

  • Changed its registered name from "Halifax Investment Fund Managers Limited"

FCA register

2001

1 December 2001

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

FCA register

9 April 2001

  • Changed its registered name from "Equitable Investment Fund Managers Limited"

FCA register

26 March 2001

  • Board replaced: all 4 directors left and 8 new directors took over

Companies House

2000

20 November 2000

  • Changed its registered name from "Equitable Unit Trust Managers Limited"

FCA register

1994

18 July 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1968

24 October 1968

  • Incorporated at Companies House

Companies House

In the full report: all 167 events

  • All 167 events in its history (16 shown here)
  • Every director appointment and resignation: 147
Instant PDF download

Firms connected to HBOS Investment Fund Managers

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

connected firms
11
share a director
11
share its postcode
3

In the full report: all 11 connected firms, named

  • How each is linked: shared directors (11), the same postcode (3)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
Instant PDF download

Firms like HBOS Investment Fund Managers

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

In Edinburgh

Aegon Investments LimitedEdinburghAuthorisedScottish Widows Unit Trust Managers LimitedEdinburghAuthorisedBaillie Gifford & Co LimitedEdinburghAuthorisedPatria Capital Partners LLPEdinburghAuthorisedAmati Global Investors LimitedEdinburghAuthorisedAberforth Unit Trust Managers LimitedEdinburghAuthorised

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 HBOS Investment Fund Managers

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

  • 30 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 167 events in its history
  • 11 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is HBOS Investment Fund Managers Limited FCA authorised?
Yes, HBOS Investment Fund Managers Limited (FRN 119223) 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 HBOS Investment Fund Managers’ phone number and website?
The FCA register lists the phone number 0345 366 1513 and the website halifax.co.uk for HBOS Investment Fund Managers. If you were given different contact details, use these to check with the firm before going any further.
Is HBOS Investment Fund Managers a scam or clone?
HBOS Investment Fund Managers 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 HBOS Investment Fund Managers?
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 HBOS Investment Fund Managers to the Financial Ombudsman Service, free of charge.
Who owns HBOS Investment Fund Managers?
HBOS Investment Fund Managers is owned by Scottish Widows Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 11 September 2025. Before that, it was controlled by Halifax Financial Services (Holdings) Limited, Scottish Widows Financial Services Holdings and Hbos Financial Services Limited.
Who runs HBOS Investment Fund Managers?
Companies House lists 6 directors of HBOS Investment Fund Managers: Gayle Elaine Schumacher, Shingirai Thaddeus Nyahasha, Matthew Hilmar Cuhls, Scott Cameron Guild, Dena Jane Brumpton and Peter John Fitzgerald.
How long has HBOS Investment Fund Managers been in business?
The company was formed on 24 October 1968, and has held its current FCA authorisation since December 2001.
Does HBOS Investment Fund Managers use any other names?
It trades as Halifax Financial Services. It has previously used 3 other names: Equitable Investment Fund Managers Limited, Equitable Unit Trust Managers Limited and Halifax Investment Fund Managers Limited.

Sources and links

The full report on HBOS Investment Fund Managers Limited

£19.99 · Instant PDF download

Loading secure checkout…