Morningstar Wealth Administration Limited

Reference number: 463566

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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, 1 thing worth a closer look

  • When morningstarwealthplatform.com first appeared online, and whether it can receive email
  • What kind of line 0808 178 5125 is, and the other firm that gives it
  • Who else gives the postcode EC1Y 1HQ
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Other names (6)

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

  • Praemium Administration Limited Former name
  • Smartfund Administration Limited Former name
  • SMart Operator Ltd Former name
  • Smartfund Administration Former trading name
  • Smart IM Former trading name
  • Smart Investment Management Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds 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 (8 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Making arrangements with a view to transactions in investments
  • Managing a UK UCITS
  • Managing investments
  • Safeguarding and administration of assets (without arranging)

Limits on what they may do

  • May hold and control client money
    May hold and control client money.

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
06016828
Company status
Active
Company type
Private limited company
Incorporated
4 December 2006 (19 years old)
Registered office
1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ, England
Nature of business
  • Activities of open-ended investment companies (SIC 64304)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Francis Sanderson Director Jul 1982 23 Nov 2016 2 other companies
Christopher Divito Director Dec 1970 6 Apr 2020 2 other companies
Benjamin James Lester Director Dec 1976 11 Jan 2024 3 other companies
Kevin Patrick Dobbs Director Feb 1980 29 Apr 2026 None
LDC NOMINEE SECRETARY LIMITED Corporate secretary Not published 9 Feb 2024 –

Other companies run by these 4 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
6
closed down
2
are FCA-registered
2

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 1 company these 4 directors run together
  • All 20 people who have ever been directors, with their dates
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Key dates in its history

Morningstar Wealth Administration’s history from the FCA register and Companies House, newest first.

Key events (9) All events (53)

2022

1 September 2022

  • Changed its registered name from "Praemium Administration Limited"

FCA register

2016

30 November 2016

  • Changed its registered name from "Smartfund Administration Limited"

FCA register

6 April 2016

  • Morningstar Wealth Portfolio Services Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

22 August 2008

  • Changed its registered name from "SMart Operator Ltd"

FCA register

2007

17 August 2007

  • FCA imposed a requirement (May hold and control client money)
  • Became authorised by the FCA

FCA register

8 August 2007

  • Regulated by the Financial Services Authority from this date

FCA register

2006

4 December 2006

  • Incorporated at Companies House

Companies House

In the full report: all 53 events

  • All 53 events in its history (9 shown here)
  • Every director appointment and resignation: 36
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Firms connected to Morningstar Wealth Administration

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

connected firms
3
share a director
2
share its phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Morningstar Wealth Administration

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

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (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 Morningstar Wealth Administration

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 53 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Morningstar Wealth Administration Limited FCA authorised?
Yes, Morningstar Wealth Administration Limited (FRN 463566) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2007 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Morningstar Wealth Administration’s phone number and website?
The FCA register lists the phone number 0808 178 5125 and the website morningstarwealthplatform.com for Morningstar Wealth Administration. 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 one other FCA firm.
Is Morningstar Wealth Administration a scam or clone?
Morningstar Wealth Administration 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 Morningstar Wealth Administration?
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 Morningstar Wealth Administration to the Financial Ombudsman Service, free of charge.
Who owns Morningstar Wealth Administration?
Morningstar Wealth Administration is owned by Morningstar Wealth Portfolio Services Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Morningstar Wealth Administration?
Companies House lists 4 directors of Morningstar Wealth Administration: Mark Francis Sanderson, Christopher Divito, Benjamin James Lester and Kevin Patrick Dobbs.
How long has Morningstar Wealth Administration been in business?
The company was formed on 4 December 2006, and has held its current FCA authorisation since August 2007.
Does Morningstar Wealth Administration use any other names?
It has previously used 6 other names, including Praemium Administration Limited, Smartfund Administration Limited and SMart Operator Ltd.

Sources and links

The full report on Morningstar Wealth Administration Limited

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