McInroy & Wood Portfolios Limited

Reference number: 144205

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.

In the full report: 3 background checks

  • When mcinroy-wood.co.uk first appeared online, and whether it can receive email
  • What kind of line 01620 825867 is, and the other firm that gives it
  • Who else gives the postcode EH41 3SF
Instant PDF download
Other names (2)

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

  • MW Investment Managers Limited Former name
  • MW Joint Investors Ltd Former name

Past FCA permissions and consumer protection

  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Permissions on the FCA record

  • Hold or safeguard your money
  • Run or oversee funds
Show FCA detail (1 permission)
  • Managing a UK UCITS

Limits on the record

  • Not to promote AUTS via tied sales force
    The firm must not promote authorised unit trust schemes to Retail clients through a tied sales force.
  • CRD Requirement
    The firm is only permitted to carry on the activities specified in COLL 6.9.9R (1) to (3) 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
SC116351
Company status
Active
Company type
Private limited company
Incorporated
22 February 1989 (37 years old)
Registered office
Easter Alderston, Alderston, Haddington, East Lothian, EH41 3SF, Scotland
Nature of business
  • Activities of unit trusts (SIC 64302)

Directors and company secretaries

Name Role Born Appointed Other companies
John Campbell Mcaulay Director Jan 1968 20 Jun 2002 2 other companies
Tim Andrew Urquhart Wood Director Jun 1974 13 Oct 2003 3 other companies
Wendy Ann Ferguson Director Nov 1970 29 Oct 2013 4 other companies
Jonathan Robert Jesty Director Aug 1959 11 Oct 2019 4 other companies
David John Ogilvie Cruickshank Director Feb 1959 27 Apr 2022 1 other company
Fiona Struthers Secretary Not published 25 Jun 2026 –

Other companies run by these 5 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
10
closed down
1
are FCA-registered
4

In the full report: all 10 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register
  • The 2 companies these 5 directors run together
  • All 24 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

McInroy & Wood Portfolios’s history from the FCA register and Companies House, newest first.

Key events (10) All events (50)

2016

6 April 2016

  • McInroy & Wood Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

1 November 2007

  • FCA imposed a requirement (Not to promote AUTS via tied sales force)

FCA register

2006

1 December 2006

  • FCA imposed a requirement (CRD Requirement)

FCA register

2005

28 December 2005

  • Changed its registered name from "MW Joint Investors Ltd"

FCA register

2001

1 December 2001

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

FCA register

1994

2 March 1994

  • Changed its registered name from "MW Investment Managers Limited"

FCA register

1989

22 February 1989

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 50 events

  • All 50 events in its history (10 shown here)
  • Every director appointment and resignation: 37
Instant PDF download

Firms connected to McInroy & Wood Portfolios

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

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
Instant PDF download

Firms like McInroy & Wood Portfolios

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

In Haddington

McInroy & Wood LimitedHaddingtonAuthorised

In the Edinburgh (EH) postcode area

HBOS Investment Fund Managers LimitedEdinburghAuthorisedAegon Investments LimitedEdinburghAuthorisedScottish Widows Unit Trust Managers LimitedEdinburghAuthorisedBaillie Gifford & Co LimitedEdinburghAuthorisedPatria Capital Partners LLPEdinburghAuthorised

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 McInroy & Wood Portfolios

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

  • 10 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 50 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is McInroy & Wood Portfolios Limited FCA authorised?
Yes, McInroy & Wood Portfolios Limited (FRN 144205) 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 2 limits on what it may do.
What is McInroy & Wood Portfolios’ phone number and website?
The FCA register lists the phone number 01620 825867 and the website mcinroy-wood.co.uk for McInroy & Wood Portfolios. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is McInroy & Wood Portfolios a scam or clone?
McInroy & Wood Portfolios 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 McInroy & Wood Portfolios?
It is permitted to hold and control client money, which it must keep separate from its own. Protection depends on which product you hold and how McInroy & Wood Portfolios handles your money, so check the specific product before you commit. You can also refer complaints about McInroy & Wood Portfolios to the Financial Ombudsman Service, free of charge.
Who owns McInroy & Wood Portfolios?
McInroy & Wood Portfolios is owned by McInroy & Wood Limited, which holds 75–100% of shares, 75–100% of votes, can appoint and remove the board, significant influence or control and held through a firm, since 6 April 2016.
Who runs McInroy & Wood Portfolios?
Companies House lists 5 directors of McInroy & Wood Portfolios: John Campbell McAulay, Tim Andrew Urquhart Wood, Wendy Ann Ferguson, Jonathan Robert Jesty and David John Ogilvie Cruickshank.
How long has McInroy & Wood Portfolios been in business?
The company was formed on 22 February 1989, and has held its current FCA authorisation since December 2001.
Does McInroy & Wood Portfolios use any other names?
It has previously used 2 other names: MW Investment Managers Limited and MW Joint Investors Ltd.

Sources and links

The full report on McInroy & Wood Portfolios Limited

£19.99 · Instant PDF download

Loading secure checkout…