Morgan Associates (Cheltenham) Limited

Reference number: 314560

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 morgan-associates.co.uk first appeared online, and whether it can receive email
  • What kind of line 01242 547649 is
  • Who else gives the postcode GL50 1SJ
Instant PDF download

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
00848466
Company status
Active
Company type
Private limited company
Incorporated
11 May 1965 (61 years old)
Registered office
Rotunda Buildings, Montpellier Exchange, Cheltenham, Gloucestershire, GL50 1SJ
Nature of business
  • Buying and selling of own real estate (SIC 68100)
  • Other letting and operating of own or leased real estate (SIC 68209)
  • Real estate agencies (SIC 68310)
  • Management of real estate on a fee or contract basis (SIC 68320)

Directors and company secretaries

Name Role Born Appointed Other companies
Henry Thomas Atkinson Director Oct 1987 29 Oct 2024 2 other companies

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 4 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 September 2025Small company accountsNot audited

Net assets

£116k

+24% from £93.8k

Cash at bank

£1.12m

+3.7% from £1.08m

Employees (average)

13

−13% from 15

Owed within a year

£1.36m

+10% from £1.23m

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 00848466. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Morgan Associates (Cheltenham)’s history from the FCA register and Companies House, newest first.

Key events (11) All events (18)

2024

29 October 2024

  • Board replaced: its only director left and a new director took over
  • Henry Thomas Atkinson gained significant control
  • Nigel Thomas Atkinson gave up control
  • Rebecca Atkinson stopped being a part-owner

Companies House

17 September 2024

  • Ha Holdings (Cheltenham) Ltd took control (75–100% of shares)

Companies House

2022

1 May 2022

  • Rebecca Atkinson became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Nigel Thomas Atkinson took control (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

14 January 2005

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

FCA register

1965

11 May 1965

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (11 shown here)
  • Every director appointment and resignation: 5
Instant PDF download

Firms like Morgan Associates (Cheltenham)

Other firms of the same type (insurance broker), nearest first.

In Cheltenham

Advent Insurance Services LimitedCheltenhamAuthorisedAspey Lawrence & Co. LimitedCheltenhamAuthorisedBellwood Prestbury LimitedCheltenhamAuthorisedInsurety LtdCheltenhamAuthorisedJohn Morgan Partnership LimitedCheltenhamAuthorisedPolo Commercial Insurance Services LimitedCheltenhamAuthorised

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 Morgan Associates (Cheltenham)

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
  • 4 years of accounts, charted
  • All 18 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Morgan Associates (Cheltenham) Limited FCA authorised?
Yes, Morgan Associates (Cheltenham) Limited (FRN 314560) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is Morgan Associates (Cheltenham)’s phone number and website?
The FCA register lists the phone number 01242 547649 and the website morgan-associates.co.uk for Morgan Associates (Cheltenham). If you were given different contact details, use these to check with the firm before going any further.
Is Morgan Associates (Cheltenham) a scam or clone?
Morgan Associates (Cheltenham) 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 Morgan Associates (Cheltenham)?
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 Morgan Associates (Cheltenham) to the Financial Ombudsman Service, free of charge.
Who owns Morgan Associates (Cheltenham)?
Morgan Associates (Cheltenham) is owned by Ha Holdings (Cheltenham) Ltd, which holds 75–100% of shares and 75–100% of votes, since 17 September 2024. Before that, it was controlled by Mrs Rebecca Atkinson and Mr Nigel Thomas Atkinson.
Who runs Morgan Associates (Cheltenham)?
Companies House lists one director of Morgan Associates (Cheltenham): Henry Thomas Atkinson.
How long has Morgan Associates (Cheltenham) been in business?
The company was formed on 11 May 1965, and has held its current FCA authorisation since January 2005.
What do Morgan Associates (Cheltenham)’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £116k (+24% from £93.8k) and cash at bank of £1.12m (+3.7% from £1.08m).

Sources and links

The full report on Morgan Associates (Cheltenham) Limited

£19.99 · Instant PDF download

Loading secure checkout…