Heronbridge Investment Management LLP

Reference number: 437507

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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 heronbridge.com first appeared online, and whether it can receive email
  • What kind of line 01225 328300 is
  • Who else gives the postcode BA1 2PD
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FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · 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.
  • 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.
  • 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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing an unauthorised AIF
  • Managing investments

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.
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.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

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
OC314366
Company status
Active
Company type
Limited liability partnership
Incorporated
22 July 2005 (21 years old)
Registered office
24 Gay Street, Bath, BA1 2PD

Directors and company secretaries

Name Role Born Appointed Other companies
William Bevis Comer LLP designated member Feb 1965 22 Jul 2005 1 other company
Katie Louise Mcmahon LLP designated member May 1977 1 Jul 2018 1 other company
Scott Donald Cargill LLP designated member Apr 1987 1 Nov 2022 1 other company
HERONBRIDGE LIMITED Corporate LLP member Not published 1 Nov 2005 None

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 company
1
still active
1
run together
1

In the full report: all 1 company, 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 1 company these 4 directors run together
  • All 9 people who have ever been directors, with their dates
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Key dates in its history

Heronbridge Investment Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (25)

2022

31 October 2022

  • Benoit Marie Thierry Bouchaud no longer holds 25–50% of the votes

Companies House

2016

22 July 2016

  • Benoit Marie Thierry Bouchaud gained 25–50% of the votes
  • Heronbridge Limited took control (75–100% of shares)
  • William Bevis Comer gained 25–50% of the votes

Companies House

2014

21 July 2014

  • FCA imposed a requirement (CPMI Requirement)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

7 November 2005

  • FCA imposed a requirement (May control but not hold client money & Assets)
  • Became authorised by the FCA

FCA register

25 September 2005

  • Regulated by the Financial Services Authority from this date

FCA register

22 July 2005

  • Incorporated at Companies House

Companies House

In the full report: all 25 events

  • All 25 events in its history (10 shown here)
  • Every director appointment and resignation: 13
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Firms like Heronbridge Investment Management

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

In Bath

AB Investment Solutions LimitedBathAuthorisedAccrue Investment Management LtdBathAuthorisedNovia Financial PLCBathAuthorisedWoodhill Asset Management LLPBathAuthorisedMacaulay Management LimitedBathAppointed representative

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 Heronbridge Investment Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • All 25 events in its history

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Frequently asked questions about this firm

Is Heronbridge Investment Management LLP FCA authorised?
Yes, Heronbridge Investment Management LLP (FRN 437507) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2005 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Heronbridge Investment Management’s phone number and website?
The FCA register lists the phone number 01225 328300 and the website heronbridge.com for Heronbridge Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Heronbridge Investment Management a scam or clone?
Heronbridge Investment 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 Heronbridge Investment Management?
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 Heronbridge Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Heronbridge Investment Management?
Companies House lists 2 people with significant control of Heronbridge Investment Management: Heronbridge Limited (75–100% of surplus assets) and Mr William Bevis Comer (25–50% of votes). Before that, it was controlled by Mr Benoit Marie Thierry Bouchaud.
Who runs Heronbridge Investment Management?
Companies House lists 4 directors of Heronbridge Investment Management: William Bevis Comer, Katie Louise McMahon, Scott Donald Cargill and Heronbridge Limited.
How long has Heronbridge Investment Management been in business?
The company was formed on 22 July 2005, and has held its current FCA authorisation since November 2005.

Sources and links

The full report on Heronbridge Investment Management LLP

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