InvesTAO Limited
Reference number: 959514
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.
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Phone number
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Address
Devonshire House, 1 Mayfair Place, London, W1J 8AJ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When investao.co.uk first appeared online, and whether it can receive email
- What kind of line 020 3205 7240 is
- Whether W1J 8AJ is a shared office: 33 other firms give it
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (3 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Client types
InvesTAO Limited must not carry on any regulated activity with or for any person who is, or may be, categorised as a retail client or an elective professional client
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
- 11215160 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 20 February 2018 (8 years old)
- Registered office
- 103/105 Brighton Road, Coulsdon, CR5 2NG, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Shelley Yang | Director | Feb 1966 | 20 Feb 2018 | None |
| Andrew Marsh | Director | Jul 1950 | 15 Oct 2018 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
- All 4 people who have been directors, with their dates
Filed accounts and finances
Net assets
£1.08m
−17% from £1.31m
Cash at bank
£710k
No earlier figure to compare
Employees (average)
1
Same as 1
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
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 11215160. 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
InvesTAO’s history from the FCA register and Companies House, newest first.
2022
15 March 2022
- Regulated by the FCA from this date
- FCA imposed a requirement (Client types)
- Became authorised by the FCA
FCA register
2018
20 February 2018
- Incorporated at Companies House
- Shelley Yang took control (75–100% of shares)
Companies House
In the full report: all 14 events
- All 14 events in its history (5 shown here)
- Every director appointment and resignation: 6
Firms like InvesTAO
Other firms of the same type (financial adviser), nearest first.
In London
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 InvesTAO
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, 1 flagged
- 7 years of accounts, charted
- All 14 events in its history
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Frequently asked questions about this firm
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Is my money safe with InvesTAO?
Who owns InvesTAO?
Who runs InvesTAO?
How long has InvesTAO been in business?
What do InvesTAO’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk