Margetts Fund Management Limited

Reference number: 208565

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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 margetts.com first appeared online, and whether it can receive email
  • What kind of line 0121 236 2380 is
  • Who else gives the postcode B1 3JR
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • MGTS Trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds 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.
  • 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.
  • 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 (10 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Establishing, operating or winding up a collective investment scheme
  • Making arrangements with a view to transactions in investments
  • Managing an authorised AIF
  • Managing a UK UCITS
  • Managing investments
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

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
04158249
Company status
Active
Company type
Private limited company
Incorporated
12 February 2001 (25 years old)
Registered office
1 Sovereign Court, 8 Graham Street, Birmingham, B1 3JR
Nature of business
  • Activities of unit trusts (SIC 64302)

Directors and company secretaries

Name Role Born Appointed Other companies
Tobhias Jonathan Ricketts Director Nov 1974 21 Jun 2001 8 other companies
Matthew David Jealous Director May 1981 23 Feb 2011 2 other companies
Ade Ogunnowo Director Aug 1965 4 May 2022 None
James Harris Director Dec 1971 1 Jul 2024 None
Lisa Rochelle Scott Director Jul 1978 1 Jul 2024 3 other companies
Alexander Stephen Denny Director Jun 1983 7 Jan 2026 9 other companies
Jerry Loy Director Mar 1969 2 Sep 2026 8 other companies
Ade Ogunnowo Secretary Not published 31 Jul 2025 –

Other companies run by these 7 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
29
closed down
6
are FCA-registered
5

In the full report: all 29 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 on the FCA register
  • The 1 company these 7 directors run together
  • All 18 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (6) All events (36)

2016

6 April 2016

  • Margetts Holdings Limited took control (75–100% of shares)

Companies House

2014

19 November 2014

  • FCA imposed a requirement (CPMI Requirement)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

1 May 2002

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

FCA register

2001

12 February 2001

  • Incorporated at Companies House

Companies House

In the full report: all 36 events

  • All 36 events in its history (6 shown here)
  • Every director appointment and resignation: 27
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Firms connected to Margetts Fund Management

Other FCA-listed firms that share a director, phone number or address with Margetts Fund Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
past links
3

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2)
  • Who links each one: the named directors, with dates
  • 3 past links through former directors
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Firms like Margetts Fund Management

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

In Birmingham

Wesleyan Unit Trust Managers LimitedBirminghamAuthorisedStandard Life Fund Managers LimitedBirminghamAuthorisedAlTi RE LimitedBirminghamAuthorisedAscot Lloyd Investment Management LimitedBirminghamAuthorisedHathaway Investment Management LimitedBirminghamAuthorisedHeligan Investments LLPBirminghamAuthorised

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 Margetts Fund Management

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

  • 29 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 36 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Margetts Fund Management Limited FCA authorised?
Yes, Margetts Fund Management Limited (FRN 208565) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2002 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Margetts Fund Management’s phone number and website?
The FCA register lists the phone number 0121 236 2380 and the website margetts.com for Margetts Fund Management. If you were given different contact details, use these to check with the firm before going any further.
Is Margetts Fund Management a scam or clone?
Margetts Fund 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 Margetts Fund Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Margetts Fund Management to the Financial Ombudsman Service, free of charge.
Who owns Margetts Fund Management?
Margetts Fund Management is owned by Margetts Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Margetts Fund Management?
Companies House lists 7 directors of Margetts Fund Management: Tobhias Jonathan Ricketts, Matthew David Jealous, Ade Ogunnowo, James Harris, Lisa Rochelle Scott, Alexander Stephen Denny and 1 more.
How long has Margetts Fund Management been in business?
The company was formed on 12 February 2001, and has held its current FCA authorisation since May 2002.
Does Margetts Fund Management use any other names?
It trades as MGTS.

Sources and links

The full report on Margetts Fund Management Limited

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