Investment & Portfolio Consultants Limited

Reference number: 176507

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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 investmentandportfolioconsultants.com first appeared online, and whether it can receive email
  • What kind of line 020 7647 6790 is
  • Who else gives the postcode W1B 1NT
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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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Making arrangements with a view to transactions in investments
  • Managing 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
03069488
Company status
Active
Company type
Private limited company
Incorporated
19 June 1995 (31 years old)
Registered office
1st Floor Gallery Court, 28 Arcadia Avenue, London, N3 2FG, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Crystal Director Jan 1961 22 Jun 1995 2 other companies
David Crystal Secretary Not published 21 Jan 2025 –

Other companies run by its director

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
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits 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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Filed accounts and finances

Year to 30 June 2026Full accountsAudited

Profit before tax

£1,243

From a loss of £1,114

Total equity

£85.2k

+1.5% from £84.0k

Cash at bank

£86.4k

+88% from £45.9k

Employees (average)

0

No earlier figure to compare

The accounts for the year to 30 June 2026 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £47.4k, for the year to 30 June 2022.

Profit before tax

In the full report: all 7 years of accounts

  • Every year from 2020 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 03069488. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Investment & Portfolio Consultants’s history from the FCA register and Companies House, newest first.

Key events (8) All events (15)

2023

9 January 2023

  • Zev Crystal stopped being a part-owner

Companies House

2016

19 June 2016

  • David Crystal took control (75–100% of shares)
  • Zev Crystal became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1997

1 July 1997

  • Regulated by the Securities and Futures Authority from this date

FCA register

1995

19 June 1995

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (8 shown here)
  • Every director appointment and resignation: 3
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Firms like Investment & Portfolio Consultants

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedJ.P. Morgan Markets LimitedLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorised

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 Investment & Portfolio Consultants

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
  • 7 years of accounts, charted
  • All 15 events in its history

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Frequently asked questions about this firm

Is Investment & Portfolio Consultants Limited FCA authorised?
Yes, Investment & Portfolio Consultants Limited (FRN 176507) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Investment & Portfolio Consultants’ phone number and website?
The FCA register lists the phone number 020 7647 6790 and the website investmentandportfolioconsultants.com for Investment & Portfolio Consultants. If you were given different contact details, use these to check with the firm before going any further.
Is Investment & Portfolio Consultants a scam or clone?
Investment & Portfolio Consultants 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 Investment & Portfolio Consultants?
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 Investment & Portfolio Consultants to the Financial Ombudsman Service, free of charge.
Who owns Investment & Portfolio Consultants?
Companies House lists one person with significant control of Investment & Portfolio Consultants: Mr David Crystal (75–100% of shares). Before that, it was controlled by Zev Crystal.
Who runs Investment & Portfolio Consultants?
Companies House lists one director of Investment & Portfolio Consultants: David Crystal.
How long has Investment & Portfolio Consultants been in business?
The company was formed on 19 June 1995, and has held its current FCA authorisation since December 2001.
What do Investment & Portfolio Consultants’ latest accounts show?
Its latest accounts, to 30 June 2026, show profit before tax of £1,243 (from a loss of £1,114) and total equity of £85.2k (+1.5% from £84.0k).

Sources and links

The full report on Investment & Portfolio Consultants Limited

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