Mr Colin R. Gerrie & Mr William Gerrie

Reference number: 983650

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Introducer appointed representative

the Gerrie partnership can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

Golden Charter Limited Reference number: 965279 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Mr Colin R. Gerrie & Mr William Gerrie (FRN 983650) introduces customers to Golden Charter Limited (FRN 965279). Any regulated advice or arranging is done by the principal, not the Gerrie partnership.
  • Example: if the Gerrie partnership refers you to a financial adviser, the advice should come from the principal firm, not from the Gerrie partnership itself.
  • 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.

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

    01350 727364

  • Address

    W & K Gerrie, Inver, Dunkeld, Perth and Kinross, PH8 0JR, United Kingdom

In the full report: 2 background checks

  • What kind of line 01350 727364 is
  • Who else gives the postcode PH8 0JR
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Other names (1)

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

  • W And K Gerrie Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Golden Charter 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, 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.

Key dates in its history

The Gerrie partnership’s history from the FCA register and Companies House, newest first.

2022

19 September 2022

  • Became an introducer appointed representative
  • Began trading as "W And K Gerrie"

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like the Gerrie partnership

Other firms of the same type (funeral director), nearest first.

In the Perth (PH) postcode area

Gaulds Funeral Services Ltd.CrieffAppointed representativeJames McEwan & Son LimitedPerthAppointed representativeJames Melville CarcaryPerthAppointed representativeJamie R Rodgers Funeral Directors LtdAviemoreAppointed representativeJohn McLellan & Company LimitedFort WilliamAppointed representativeJohn Ross Funeral Services LimitedGrantown-on-SpeyAppointed representative

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 the Gerrie partnership

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

  • 2 background checks on its contact details
  • All 2 events in its history

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Frequently asked questions about this firm

Is Mr Colin R. Gerrie & Mr William Gerrie FCA authorised?
Mr Colin R. Gerrie & Mr William Gerrie (FRN 983650) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for the Gerrie partnership?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Mr Colin R. Gerrie & Mr William Gerrie (FRN 983650) introduces customers to Golden Charter Limited (FRN 965279). Any regulated advice or arranging is done by the principal, not the Gerrie partnership. Example: if the Gerrie partnership refers you to a financial adviser, the advice should come from the principal firm, not from the Gerrie partnership itself. 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 the Gerrie partnership’s phone number?
The FCA register lists the phone number 01350 727364 for the Gerrie partnership. If you were given different contact details, use these to check with the firm before going any further.
Is the Gerrie partnership a scam or clone?
the Gerrie partnership 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 the Gerrie partnership?
Protection works through Golden Charter Limited, the principal firm responsible for the Gerrie partnership's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does the Gerrie partnership use any other names?
It trades as W And K Gerrie.

Sources and links

The full report on Mr Colin R. Gerrie & Mr William Gerrie

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