Institutional Investment Advisors Limited

Reference number: 475344

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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 ininad.co.uk first appeared online, and whether it can receive email
  • What kind of line 07812 541061 is
  • Who else gives the postcode CA10 2PT
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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 P2P agreements
  • 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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
06374718
Company status
Active
Company type
Private limited company
Incorporated
18 September 2007 (19 years old)
Registered office
Empire House, 175 Piccadilly, London, W1J 9EN, England
Nature of business
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
Jane Elizabeth Gaskarth Director Sep 1962 1 Dec 2024 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 4 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Full accountsAudited

Turnover

£438k

−8.1% from £476k

Profit before tax

£221k

−52% from £457k

Net assets

£269k

−20% from £336k

Cash at bank

£142k

+135% from £60.5k

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2022 to 2026
  • Both charts, 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.

Accounts filed at Companies House for company 06374718. 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

Institutional Investment Advisors’s history from the FCA register and Companies House, newest first.

Key events (10) All events (20)

2026

1 January 2026

  • Jane Elizabeth Gaskarth became a part-owner (25–50% of shares)

Companies House

2021

7 July 2021

  • Crispin John Southgate stopped being a part-owner
  • John Paul Roby stopped being a part-owner

Companies House

2016

18 September 2016

  • Christopher John Gaskarth became the majority owner (50–75% of shares)
  • Crispin John Southgate became a part-owner (25–50% of shares)
  • John Paul Roby became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

2 January 2008

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

FCA register

2007

18 September 2007

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (10 shown here)
  • Every director appointment and resignation: 7
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Firms like Institutional Investment Advisors

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

In Penrith

Helme & Daughters LimitedPenrithAppointed representativeLEAP Financial Planning LtdPenrithAppointed representative

In the Carlisle (CA) postcode area

Arc Eden LimitedCarlisleAuthorisedArmstrong Watson Financial Planning LtdCarlisleAuthorisedDavid Allen Financial Services (Dalston) LimitedCarlisleAuthorisedDW 2020 LimitedCarlisleAuthorised

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 Institutional Investment Advisors

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
  • 5 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Institutional Investment Advisors Limited FCA authorised?
Yes, Institutional Investment Advisors Limited (FRN 475344) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Institutional Investment Advisors’ phone number and website?
The FCA register lists the phone number 07812 541061 and the website ininad.co.uk for Institutional Investment Advisors. If you were given different contact details, use these to check with the firm before going any further.
Is Institutional Investment Advisors a scam or clone?
Institutional Investment Advisors 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 Institutional Investment Advisors?
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 Institutional Investment Advisors to the Financial Ombudsman Service, free of charge.
Who owns Institutional Investment Advisors?
Companies House lists 2 people with significant control of Institutional Investment Advisors: Mr Christopher John Gaskarth (50–75% of shares) and Mrs Jane Elizabeth Gaskarth (25–50% of shares). Before that, it was controlled by Mr John Paul Roby and Mr Crispin John Southgate.
Who runs Institutional Investment Advisors?
Companies House lists one director of Institutional Investment Advisors: Jane Elizabeth Gaskarth.
How long has Institutional Investment Advisors been in business?
The company was formed on 18 September 2007, and has held its current FCA authorisation since January 2008.
What do Institutional Investment Advisors’ latest accounts show?
Its latest accounts, to 31 March 2026, show turnover of £438k (−8.1% from £476k) and profit before tax of £221k (−52% from £457k).

Sources and links

The full report on Institutional Investment Advisors Limited

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