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.
- Appointed for 8 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Its phone number is also given by a firm that is no longer authorised
Responsible principal firm
Morgan Lloyd SIPP Services Limited Reference number: 516447 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 Ltd (FRN 820737) is an AR of Morgan Lloyd SIPP Services Limited (FRN 516447). 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
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, 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
Other names (2)
If you were contacted under any of these names, it is this firm.
- Viewpoint Trading name: A name it trades under now.
- VIEWPOINT PORTFOLIO LTD Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Morgan Lloyd SIPP Services Limited, 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, freeYou 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 number
- 09310773 (opens Companies House in a new tab)
- 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
Key dates in its history
Morgan Lloyd Invest’s history from the FCA register and Companies House, newest first.
2021
5 May 2021
- Changed its registered name from "VIEWPOINT PORTFOLIO LTD"
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
2018
13 September 2018
- Became an appointed representative
FCA register
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 15 events
- All 15 events in its history (8 shown here)
- Every director appointment and resignation: 5
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 a director
- 6
In the full report: all 12 connected firms, named
- How each is linked: shared directors (6), the same phone number (11), the same postcode (9)
- Who links each one: the named directors, with dates
Firms like Morgan Lloyd Invest
Other firms of the same type (investment platform or stockbroker), nearest first.
In Bristol
Elsewhere in the UK
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 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 15 events in its history
- 12 connected firms, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Morgan Lloyd Invest Ltd FCA authorised?
What does appointed representative mean for Morgan Lloyd Invest?
What is Morgan Lloyd Invest’s phone number?
Is Morgan Lloyd Invest a scam or clone?
Is my money safe with Morgan Lloyd Invest?
Who owns Morgan Lloyd Invest?
Who runs Morgan Lloyd Invest?
How long has Morgan Lloyd Invest been in business?
Does Morgan Lloyd Invest use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk