Inverness Financial Advice LLP: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 7 years
Your funds are protected by FSCS
No FCA actions
Active company since 2018

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.

No website on the FCA register
Phone number

01463 717333
Address

58 Boswell Road, Inverness, Inverness-Shire, IV2 3EJ, United Kingdom

In the full report: 2 background checks

What kind of line 01463 717333 is
Who else gives the postcode IV2 3EJ

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.
Advise on or arrange mortgages FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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 (12 permissions)

Acting as a CBTL advisor
Acting as a CBTL arranger
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Debt-counselling
Making arrangements with a view to regulated mortgage contracts
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: SO306406 (opens Companies House in a new tab)
Company status: Active
Company type: Limited liability partnership
Incorporated: 11 May 2018 (8 years old)
Registered office: 58 Boswell Road, Inverness, IV2 3EJ, Scotland

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Matthew Robert James Donn	LLP designated member	Jul 1984	11 May 2018	1 other company
Sarah Elizabeth Donn	LLP designated member	Sep 1982	11 May 2018	None

Other companies run by these 2 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

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration

Key dates in its history

Inverness Financial Advice’s history from the FCA register and Companies House, newest first.

Key events (5) All events (10)

2019

2 January 2019

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2018

11 May 2018

Incorporated at Companies House
Matthew Robert James Donn became a part-owner (25–50% of shares)
Sarah Elizabeth Donn became a part-owner (25–50% of shares)

Companies House

In the full report: all 10 events

All 10 events in its history (5 shown here)
Every director appointment and resignation: 2

Firms like Inverness Financial Advice

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

In the Inverness (IV) postcode area

57 North Financial Planning LtdInvernessAuthorised Achieve Financial Planning LtdInvernessAuthorised Advanced Investment & Retirement Planning (Scotland) LtdInvernessAuthorised Associated Legal and Financial LimitedInvernessAuthorised Black Dog Financial Services Ltd.FochabersAuthorised Iain BrownFortroseAuthorised

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 Inverness Financial Advice

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
2 background checks on its contact details
All 10 events in its history

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Frequently asked questions about this firm

Is Inverness Financial Advice LLP FCA authorised?

Yes, Inverness Financial Advice LLP (FRN 813786) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2019 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Inverness Financial Advice’s phone number?

The FCA register lists the phone number 01463 717333 for Inverness Financial Advice. If you were given different contact details, use these to check with the firm before going any further.

Is Inverness Financial Advice a scam or clone?

Inverness Financial Advice 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 Inverness Financial Advice?

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 Inverness Financial Advice to the Financial Ombudsman Service, free of charge.

Who owns Inverness Financial Advice?

Companies House lists 2 people with significant control of Inverness Financial Advice: Mr Matthew Robert James Donn (25–50% of votes) and Sarah Elizabeth Donn (25–50% of votes).

Who runs Inverness Financial Advice?

Companies House lists 2 directors of Inverness Financial Advice: Matthew Robert James Donn and Sarah Elizabeth Donn.

How long has Inverness Financial Advice been in business?

The company was formed on 11 May 2018, and has held its current FCA authorisation since January 2019.