Heligan Investments LLP

Reference number: 967118

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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 heliganinvestments.com first appeared online, and whether it can receive email
  • What kind of line 0121 820 5223 is
  • Who else gives the postcode B3 2PP
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Other names (2)

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

  • Heligan Private Equity Trading name
  • Heligan Venture Capital Former trading 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 (1 permission)
  • Managing an unauthorised AIF

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
  • Venture Capital Business Only
    The firm must not conduct designated investment business other than Venture Capital business.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • Small Authorised UK AIFM (Sub-Threshold)
    The total value of assets under management by the firm must not exceed the relevant threshold as set out in Article 3(2) of AIFMD (as determined under Chapter II, section I of the AIFMD level 2 regulation). In the event that the relevant threshold is breached, the firm must submit an application for authorisation as a Full-scope UK AIFM to the FCA

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
OC434999
Company status
Active
Company type
Limited liability partnership
Incorporated
8 January 2021 (5 years old)
Registered office
St Philip's House, 4 St Philip's Place, Birmingham, B3 2PP, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
Keith Bristow LLP designated member Mar 1966 8 Jan 2021 None
Brian Blakemore LLP member Jan 1952 8 Jan 2021 None
Timothy John Grasby (Dr) LLP designated member Mar 1970 8 Jan 2021 13 other companies
Martin Howard Baines LLP member May 1964 8 Jul 2021 18 other companies
Gregory Owen Easter LLP designated member Jul 1984 8 Jul 2021 15 other companies
Simon John Heath LLP member Dec 1977 8 Jul 2021 6 other companies
Graeme Iain Monce LLP member Apr 1965 17 Jan 2022 15 other companies

Other companies run by these 7 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
49
closed down
9
went insolvent
1

In the full report: all 49 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 3 on the FCA register
  • The 9 companies these 7 directors run together
  • All 18 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2025Small company accountsNot audited

Cash at bank

£22.1k

No earlier figure to compare

Employees (average)

0

No earlier figure to compare

Owed within a year

£401k

No earlier figure to compare

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 OC434999. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (10) All events (43)

2026

22 March 2026

  • Brian Blakemore stopped being a part-owner

Companies House

2022

15 November 2022

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • FCA imposed a requirement (Small Authorised UK AIFM (Sub-Threshold))
  • FCA imposed a requirement (Venture Capital Business Only)
  • Became authorised by the FCA

FCA register

2021

8 January 2021

  • Incorporated at Companies House
  • Brian Blakemore became a part-owner (25–50% of shares)
  • Keith Bristow became a part-owner (25–50% of shares)
  • Timothy John Grasby became a part-owner (25–50% of shares)

Companies House

In the full report: all 43 events

  • All 43 events in its history (10 shown here)
  • Every director appointment and resignation: 29
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Firms connected to Heligan Investments

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

connected firm
1
share a director
1
past links
2

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
  • 2 past links through former directors
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Firms like Heligan Investments

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

In Birmingham

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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 Heligan Investments

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

  • 49 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 43 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Heligan Investments LLP FCA authorised?
Yes, Heligan Investments LLP (FRN 967118) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2022 and works as an investment or fund manager. The FCA has placed 2 limits on what it may do.
What is Heligan Investments’ phone number and website?
The FCA register lists the phone number 0121 820 5223 and the website heliganinvestments.com for Heligan Investments. If you were given different contact details, use these to check with the firm before going any further.
Is Heligan Investments a scam or clone?
Heligan 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 Heligan Investments?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Heligan Investments to the Financial Ombudsman Service, free of charge.
Who owns Heligan Investments?
Companies House lists 2 people with significant control of Heligan Investments: Keith Bristow (25–50% of votes) and Dr Timothy John Grasby (25–50% of votes). Before that, it was controlled by Brian Blakemore.
Who runs Heligan Investments?
Companies House lists 7 directors of Heligan Investments: Keith Bristow, Brian Blakemore, Timothy John Grasby (Dr), Martin Howard Baines, Gregory Owen Easter, Simon John Heath and 1 more.
How long has Heligan Investments been in business?
The company was formed on 8 January 2021, and has held its current FCA authorisation since November 2022.
What do Heligan Investments’ latest accounts show?
Its latest accounts, to 30 April 2025, show cash at bank of £22.1k (no earlier figure to compare).
Does Heligan Investments use any other names?
It trades as Heligan Private Equity. It has previously used the name Heligan Venture Capital.

Sources and links

The full report on Heligan Investments LLP

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