Morgan Lloyd Invest Limited

Reference number: 1054615

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Eden Park Investment Management Ltd Reference number: 820967 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Morgan Lloyd Invest Limited (FRN 1054615) is an AR of Eden Park Investment Management Ltd (FRN 820967). When you use Morgan Lloyd Invest's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Morgan Lloyd Invest, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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.

  • No website on the FCA register

  • Phone number

    01275 813700

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    The Pavilions 69-71, Macrae Road, Pill, Bristol, North Somerset, BS20 0DD, United Kingdom

In the full report: 2 background checks

  • What kind of line 01275 813700 is, and the 12 other firms that give it
  • Who else gives the postcode BS20 0DD
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Eden Park Investment Management Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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 name
MORGAN LLOYD INVEST LTD
Company number
09310773
Company status
Active
Company type
Private limited company
Incorporated
14 November 2014 (11 years old)
Registered office
The Pavilions Eden Park, Ham Green, Bristol, BS20 0DD
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony Valentine Carty Director Jul 1967 14 Nov 2014 22 other companies
Neil Greenaway Director Nov 1970 14 Nov 2014 None
Ellis Organ Director Sep 1963 14 Nov 2014 5 other companies
Thomas Edward Chambers Secretary Not published 15 Nov 2014 –

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 companies
23
closed down
3
went insolvent
4

In the full report: all 23 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • The 4 that went into liquidation or administration
  • The 6 on the FCA register, including 2 no longer authorised
  • The 4 companies these 3 directors run together
  • All 4 people who have ever been directors, with their dates
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Key dates in its history

Morgan Lloyd Invest’s history from the FCA register and Companies House, newest first.

Key events (7) All events (12)

2026

19 May 2026

  • Became an appointed representative

FCA register

2019

26 April 2019

  • Adam Jason Tavener stopped being a part-owner
  • Clifton Asset Management Limited took control (75–100% of shares)
  • Neil Greenaway stopped being a part-owner

Companies House

2016

14 November 2016

  • Adam Jason Tavener became a part-owner (25–50% of shares)
  • Neil Greenaway became a part-owner (25–50% of shares)

Companies House

2014

14 November 2014

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Morgan Lloyd Invest

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

connected firms
12
no longer authorised
1
share its phone number
12

In the full report: all 12 connected firms, named

  • How each is linked: the same phone number (12), the same postcode (9)
  • Who links each one: the named directors, with dates
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Get the full report on Morgan Lloyd Invest

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

  • 23 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 12 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Morgan Lloyd Invest Limited FCA authorised?
Morgan Lloyd Invest Limited (FRN 1054615) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Morgan Lloyd Invest?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Morgan Lloyd Invest Limited (FRN 1054615) is an AR of Eden Park Investment Management Ltd (FRN 820967). When you use Morgan Lloyd Invest's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Morgan Lloyd Invest, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Morgan Lloyd Invest’s phone number?
The FCA register lists the phone number 01275 813700 for Morgan Lloyd Invest. 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 12 other FCA firms, one of which is no longer authorised.
Is Morgan Lloyd Invest a scam or clone?
Morgan Lloyd Invest 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 Lloyd Invest?
Protection works through Eden Park Investment Management Ltd, the principal firm responsible for Morgan Lloyd Invest's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Morgan Lloyd Invest?
Morgan Lloyd Invest is owned by Clifton Asset Management Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 26 April 2019. Before that, it was controlled by Mr Adam Jason Tavener and Mr Neil Greenaway.
Who runs Morgan Lloyd Invest?
Companies House lists 3 directors of Morgan Lloyd Invest: Anthony Valentine Carty, Neil Greenaway and Ellis Organ.
How long has Morgan Lloyd Invest been in business?
The company was formed on 14 November 2014.

Sources and links

The full report on Morgan Lloyd Invest Limited

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