Morgan Lloyd SIPP Services Limited

Reference number: 516447

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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.

  • Website

    morgan-lloyd.co.uk

  • 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 Outlook, 67 Macrae Road, Pill, Bristol, BS20 0DD, United Kingdom

In the full report: 3 background checks

  • When morgan-lloyd.co.uk first appeared online, and whether it can receive email
  • What kind of line 01275 813700 is, and the 13 other firms that give it
  • Who else gives the postcode BS20 0DD
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Other names (1)

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

  • Morgan Lloyd Trading name

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.
  • 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)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments
  • Safeguarding and administration of assets (without arranging)

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
06679257
Company status
Active
Company type
Private limited company
Incorporated
21 August 2008 (18 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
Ellis Organ Director Sep 1963 22 Jan 2009 14 other companies
John Peter Dowding Director Dec 1968 1 Jul 2015 3 other companies
Julie Hansen Director Mar 1971 11 May 2026 3 other companies
Thomas Edward Chambers Secretary Not published 21 Aug 2008 –

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
15
closed down
9
went insolvent
1

In the full report: all 15 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 one that went into liquidation or administration
  • The 3 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 SIPP Services’s history from the FCA register and Companies House, newest first.

Key events (9) All events (17)

2019

30 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

2017

13 May 2017

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

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

11 November 2010

  • Became authorised by the FCA

FCA register

8 July 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2008

21 August 2008

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (9 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Morgan Lloyd SIPP Services

Other FCA-listed firms that share a director, phone number or address with Morgan Lloyd SIPP Services. 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 (10)
  • Who links each one: the named directors, with dates
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Firms like Morgan Lloyd SIPP Services

Other firms of the same type (investment platform or stockbroker), nearest first.

In Bristol

Morgan Lloyd Invest LtdBristolAppointed representative

Elsewhere in the UK

Wise Assets UK LtdLondonAuthorisedOANDA Europe LimitedLondonAuthorisedSantander ISA Managers LimitedGlasgowAuthorisedCapital Com (UK) LimitedLondonAuthorisedTrading 212 UK LimitedLondonAuthorised

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 SIPP Services

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

  • 15 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 17 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 SIPP Services Limited FCA authorised?
Yes, Morgan Lloyd SIPP Services Limited (FRN 516447) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2010 and works as an investment platform or stockbroker. The FCA has placed no limits on its permissions.
What is Morgan Lloyd SIPP Services’ phone number and website?
The FCA register lists the phone number 01275 813700 and the website morgan-lloyd.co.uk for Morgan Lloyd SIPP Services. 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 13 other FCA firms, one of which is no longer authorised.
Is Morgan Lloyd SIPP Services a scam or clone?
Morgan Lloyd SIPP Services 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 SIPP Services?
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 Lloyd SIPP Services to the Financial Ombudsman Service, free of charge.
Who owns Morgan Lloyd SIPP Services?
Morgan Lloyd SIPP Services 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 30 April 2019. Before that, it was controlled by Mr Adam Jason Tavener and Mr Neil Greenaway.
Who runs Morgan Lloyd SIPP Services?
Companies House lists 3 directors of Morgan Lloyd SIPP Services: Ellis Organ, John Peter Dowding and Julie Hansen.
How long has Morgan Lloyd SIPP Services been in business?
The company was formed on 21 August 2008, and has held its current FCA authorisation since November 2010.
Does Morgan Lloyd SIPP Services use any other names?
It trades as Morgan Lloyd.

Sources and links

The full report on Morgan Lloyd SIPP Services Limited

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