Milliman Financial Strategies Limited

Reference number: 539399

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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 milliman.com first appeared online, and whether it can receive email
  • What kind of line 020 7847 1555 is
  • Who else gives the postcode EC3M 8AA
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Other names (2)

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

  • Milliman Trading name: A name it trades under now.
  • Milliman Financial Risk Management Trading name: A name it trades under now.

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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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 status
Active
Company type
Private limited company
Incorporated
10 May 2007 (19 years old)
Registered office
Eastcheap Court, 11 Philpot Lane, London, EC3M 8AA, United Kingdom
Nature of business
  • Non-trading company non trading (SIC 74990)

Directors and company secretaries

Name Role Born Appointed Other companies
Mary Clare Director Oct 1973 1 Dec 2021 None
Neil Jonathan Cantle Director May 1972 4 Aug 2025 1 other company
James Blaine Fulton Director Apr 1964 23 Sep 2026 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 company
1
still active
1

In the full report: all 1 company, 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
  • All 11 people who have ever been directors, with their dates
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Key dates in its history

Milliman Financial Strategies’s history from the FCA register and Companies House, newest first.

2019

25 June 2019

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2016

6 April 2016

  • Milliman Econtinent Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

3 January 2012

  • Became authorised by the FCA

FCA register

2011

9 November 2011

  • Regulated by the Financial Services Authority from this date

FCA register

2008

28 May 2008

  • Board replaced: its only director left and 4 new directors took over

Companies House

2007

10 May 2007

  • Incorporated at Companies House

Companies House

In the full report: all 29 events

  • All 29 events in its history (7 shown here)
  • Every director appointment and resignation: 17
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Firms connected to Milliman Financial Strategies

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Milliman Financial Strategies

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

In London

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 Milliman Financial Strategies

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

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

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Frequently asked questions about this firm

Is Milliman Financial Strategies Limited FCA authorised?
Yes, Milliman Financial Strategies Limited (FRN 539399) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2012 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Milliman Financial Strategies’ phone number and website?
The FCA register lists the phone number 020 7847 1555 and the website milliman.com for Milliman Financial Strategies. If you were given different contact details, use these to check with the firm before going any further.
Is Milliman Financial Strategies a scam or clone?
Milliman Financial Strategies 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 Milliman Financial Strategies?
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 Milliman Financial Strategies to the Financial Ombudsman Service, free of charge.
Who owns Milliman Financial Strategies?
Milliman Financial Strategies is owned by Milliman Econtinent Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Milliman Financial Strategies?
Companies House lists 3 directors of Milliman Financial Strategies: Mary Clare, Neil Jonathan Cantle and James Blaine Fulton.
How long has Milliman Financial Strategies been in business?
The company was formed on 10 May 2007, and has held its current FCA authorisation since January 2012.
Does Milliman Financial Strategies use any other names?
It trades as Milliman and Milliman Financial Risk Management.

Sources and links

The full report on Milliman Financial Strategies Limited

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