Octopus Legacy Limited

Reference number: 955266

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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.

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.
  • OCTOPUS LEGACY LIMITED (FRN 955266) is an AR of RICHDALE BROKERS AND FINANCIAL SERVICES LTD. (FRN 769876). When you use OCTOPUS LEGACY's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from OCTOPUS LEGACY, 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.

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

  • When octopuslegacy.com first appeared online, and whether it can receive email
  • What kind of line 020 4525 3605 is
  • Who else gives the postcode EC3R 6AF
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Other names (2)

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

  • Guardian Angel Trading name: A name it trades under now.
  • GUARDIAN ANGEL NETWORK LIMITED Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Richdale Brokers and Financial Services 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 status
Active
Company type
Private limited company
Incorporated
14 December 2017 (8 years old)
Registered office
The Northern & Shell Building, 10 Lower Thames Street, London, EC3R 6AF, United Kingdom
Nature of business
  • Retail sale via mail order houses or via Internet (SIC 47910)
  • Life insurance (SIC 65110)
  • Activities of insurance agents and brokers (SIC 66220)
  • Funeral and related activities (SIC 96030)

Directors and company secretaries

Name Role Born Appointed Other companies
Samuel Dunbar Grice Director May 1988 14 Dec 2017 10 other companies
Daniel Marsh Director Jul 1991 8 Dec 2022 24 other companies
Simon Andrew Rogerson Director Jul 1974 3 Feb 2025 44 other companies

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
66
closed down
8
are FCA-registered
8

In the full report: all 66 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 8 on the FCA register
  • The 10 companies these 3 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2021Micro-entity accountsNot audited

Total equity

£677k

+443% from £125k

Employees (average)

10

+233% from 3

Owed within a year

£42.1k

+119% from £19.2k

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 11111047. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Octopus Legacy’s history from the FCA register and Companies House, newest first.

2023

13 December 2023

  • Changed its registered name from "GUARDIAN ANGEL NETWORK LIMITED"

FCA register

2022

8 December 2022

  • Samuel Dunbar Grice stopped being the majority owner

Companies House

2 November 2022

  • Octopus Estates Holdings Limited took control (75–100% of shares)

Companies House

2021

21 July 2021

  • Became an appointed representative

FCA register

2017

14 December 2017

  • Incorporated at Companies House
  • Samuel Dunbar Grice became the majority owner (50–75% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (6 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Octopus Legacy

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

connected firms
6
share a director
6
past links
2

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (6)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Octopus Legacy

Other firms of the same type (insurance broker), nearest first.

In London

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 Octopus Legacy

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

  • 66 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 15 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Octopus Legacy Limited FCA authorised?
Octopus Legacy Limited (FRN 955266) 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 Octopus Legacy?
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. Octopus Legacy Limited (FRN 955266) is an AR of RICHDALE BROKERS AND FINANCIAL SERVICES LTD. (FRN 769876). When you use Octopus Legacy's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Octopus Legacy, 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 Octopus Legacy’s phone number and website?
The FCA register lists the phone number 020 4525 3605 and the website octopuslegacy.com for Octopus Legacy. If you were given different contact details, use these to check with the firm before going any further.
Is Octopus Legacy a scam or clone?
Octopus Legacy 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 Octopus Legacy?
Protection works through Richdale Brokers and Financial Services Ltd., the principal firm responsible for Octopus Legacy's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Octopus Legacy?
Octopus Legacy is owned by Octopus Estates Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 2 November 2022. Before that, it was controlled by Mr Samuel Dunbar Grice.
Who runs Octopus Legacy?
Companies House lists 3 directors of Octopus Legacy: Samuel Dunbar Grice, Daniel Marsh and Simon Andrew Rogerson.
How long has Octopus Legacy been in business?
The company was formed on 14 December 2017.
What do Octopus Legacy’s latest accounts show?
Its latest accounts, to 31 December 2021, show total equity of £677k (+443% from £125k).
Does Octopus Legacy use any other names?
It trades as Guardian Angel. It has previously used the name GUARDIAN ANGEL NETWORK LIMITED.

Sources and links

The full report on Octopus Legacy Limited

£19.99 · Instant PDF download

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