Investax Management LLP

Reference number: 462359

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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.

  • No website on the FCA register

  • Phone number

    01737 902102

  • Address

    Cop House, Old Road, Buckland, Betchworth, Surrey, RH3 7DY, United Kingdom

In the full report: 2 background checks

  • What kind of line 01737 902102 is
  • Who else gives the postcode RH3 7DY
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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.

Company number
OC322333
Company status
Active
Company type
Limited liability partnership
Incorporated
11 September 2006 (20 years old)
Registered office
Vicarage Court, 160 Ermin Street, Swindon, SN3 4NE, England

Directors and company secretaries

Name Role Born Appointed Other companies
Howard Steven Lindley LLP designated member Jun 1969 11 Sep 2006 4 other companies
INVESTAX CONSULTING LTD Corporate LLP designated member Not published 2 Aug 2018 3 other companies

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 companies
7
closed down
4
still active
3

In the full report: all 7 companies, 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
  • All 3 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (7) All events (13)

2017

11 September 2017

  • Elizabeth Ann Alison Lindley stopped being a part-owner

Companies House

2016

6 April 2016

  • Elizabeth Ann Alison Lindley became a part-owner (25–50% of shares)
  • Howard Steven Lindley gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

2 February 2007

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

FCA register

2006

11 September 2006

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms like Investax Management

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

In Betchworth

Shorestone Financial LLPBetchworthAuthorisedRobert BarnettBetchworthAppointed representative

In the Redhill (RH) postcode area

Adam JonesTwinehamAuthorisedAndrew DawbornHaywards HeathAuthorisedAptus Wealth LimitedHorshamAuthorisedBest Practice IFA Group LimitedHorshamAuthorised

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 Investax Management

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

  • 7 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 13 events in its history

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Frequently asked questions about this firm

Is Investax Management LLP FCA authorised?
Yes, Investax Management LLP (FRN 462359) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Investax Management’s phone number?
The FCA register lists the phone number 01737 902102 for Investax Management. If you were given different contact details, use these to check with the firm before going any further.
Is Investax Management a scam or clone?
Investax 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 Investax 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 Investax Management to the Financial Ombudsman Service, free of charge.
Who owns Investax Management?
Companies House lists one person with significant control of Investax Management: Mr Howard Steven Lindley (significant influence or control). Before that, it was controlled by Mrs Elizabeth Ann Alison Lindley.
Who runs Investax Management?
Companies House lists 2 directors of Investax Management: Howard Steven Lindley and Investax Consulting Ltd.
How long has Investax Management been in business?
The company was formed on 11 September 2006, and has held its current FCA authorisation since February 2007.

Sources and links

The full report on Investax Management LLP

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