Investment & Financial Solutions Partnership LLP
Reference number: 542186
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
Personal Asset Management, 12D Torquay Road, Kingskerswell, Newton Abbot, Devon, TQ12 5EZ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When ifsp-llp.co.uk first appeared online, and whether it can receive email
- What kind of line 01803 873978 is
- Who else gives the postcode TQ12 5EZ
Other names (2)
If you were contacted under any of these names, it is this firm.
- Personal Asset Management Trading name: A name it trades under now.
- Richmond Independent Trading name: A name it trades under now.
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake phone numbers (3)
- 1 562 3941297
- 852 5808 4093
- 020 3608 8358
Fake email addresses (2)
- contact@ifspllp.co.uk
- contact@ifspllp.com
Fake websites (1)
- ifspllp.co.uk
The FCA warning these came from
- Investment & Financial Solution Partnership LLP 3 June 2014
Scammers change these details often. Always check the live FCA warning.
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.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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 (14 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- 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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- OC359693 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 22 November 2010 (15 years old)
- Registered office
- 12 Torquay Road, Kingskerswell, Newton Abbot, TQ12 5EZ, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Helen Mary Mulvaney | LLP designated member | Oct 1959 | 22 Nov 2010 | 1 other company |
| Ian Hugh Pennicott | LLP designated member | Dec 1957 | 22 Nov 2010 | 1 other company |
| Oliver Ronald Pennicott | LLP designated member | Jan 1984 | 2 Nov 2022 | None |
Other companies run by these 3 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
- 2
- closed down
- 1
- still active
- 1
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
Key dates in its history
This firm’s history from the FCA register and Companies House, newest first.
2016
22 November 2016
- Helen Mary Mulvaney became a part-owner (25–50% of shares)
- Ian Hugh Pennicott became a part-owner (25–50% of shares)
Companies House
2014
3 June 2014
- FCA warned the public about a scam impersonating this firm
FCA warning list
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2011
3 October 2011
- Became authorised by the FCA
FCA register
23 February 2011
- Regulated by the Financial Services Authority from this date
FCA register
2010
22 November 2010
- Incorporated at Companies House
Companies House
In the full report: all 15 events
- All 15 events in its history (7 shown here)
- Every director appointment and resignation: 3
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Newton Abbot
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 this firm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- All 15 events in its history
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Frequently asked questions about this firm
Is Investment & Financial Solutions Partnership LLP FCA authorised?
What is Investment & Financial Solutions Partnership’s phone number and website?
Is Investment & Financial Solutions Partnership a scam or clone?
Is my money safe with Investment & Financial Solutions Partnership?
Who owns Investment & Financial Solutions Partnership?
Who runs Investment & Financial Solutions Partnership?
How long has Investment & Financial Solutions Partnership been in business?
Does Investment & Financial Solutions Partnership use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: Investment & Financial Solution Partnership LLP fca.org.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