Phoenix Equity Partners Limited

Reference number: 147966

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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

  • When phoenix-equity.com first appeared online, and whether it can receive email
  • What kind of line 020 7434 6962 is
  • Who else gives the postcode SW1E 6DE
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Other names (3)

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

  • DLJ European Private Equity Limited Former name: A name it was registered under before.
  • DLJ Phoenix Private Equity Ltd Former name: A name it was registered under before.
  • Phoenix Fund Managers Ltd Former name: A name it was registered under before.

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.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Making arrangements with a view to transactions in investments

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
26 January 1984 (42 years old)
Registered office
10th Floor, 123 Victoria Street, London, SW1E 6DE, England
Nature of business
  • Activities of venture and development capital companies (SIC 64303)

Directors and company secretaries

Name Role Born Appointed Other companies
David Burns Director Jun 1970 1 Oct 2002 43 other companies
Richard William Daw Director Mar 1968 1 Oct 2004 29 other companies
Tim Michael Dunn Director Oct 1973 16 Mar 2017 22 other companies
Kevin Jennings Keck Director Sep 1974 16 Mar 2017 37 other companies
William Joseph Skinner Director Sep 1984 11 Jun 2018 23 other companies
Christopher James Neale Director Jun 1976 11 Jun 2018 20 other companies
Barry John Robinson Director Sep 1979 4 Feb 2020 8 other companies
Louise Hardman Corner Director Sep 1980 18 Jul 2025 None
Ana Tomova Tomova Secretary Not published 27 Feb 2024 –

Other companies run by these 8 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
139
closed down
36
went insolvent
3

In the full report: all 139 companies, named

  • What each company does, and whether it is still trading
  • Which of these 8 directors sit on each board, and since when
  • The 3 that went into liquidation or administration
  • The 32 companies these 8 directors run together
  • All 32 people who have ever been directors, with their dates
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Key dates in its history

Phoenix Equity Partners’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Phoenix Equity Partners Group Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

4 April 2001

  • Changed its registered name from "DLJ European Private Equity Limited"

FCA register

2000

17 May 2000

  • Changed its registered name from "DLJ Phoenix Private Equity Ltd"

FCA register

1997

10 April 1997

  • Changed its registered name from "Phoenix Fund Managers Ltd"

FCA register

1984

26 January 1984

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 64 events

  • All 64 events in its history (9 shown here)
  • Every director appointment and resignation: 51
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Firms like Phoenix Equity Partners

Other firms of the same type (financial adviser), 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 Phoenix Equity Partners

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

  • 139 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 64 events in its history

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Frequently asked questions about this firm

Is Phoenix Equity Partners Limited FCA authorised?
Yes, Phoenix Equity Partners Limited (FRN 147966) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Phoenix Equity Partners’ phone number and website?
The FCA register lists the phone number 020 7434 6962 and the website phoenix-equity.com for Phoenix Equity Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Phoenix Equity Partners a scam or clone?
Phoenix Equity Partners 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 Phoenix Equity Partners?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Phoenix Equity Partners to the Financial Ombudsman Service, free of charge.
Who owns Phoenix Equity Partners?
Companies House lists one person with significant control of Phoenix Equity Partners: Phoenix Equity Partners Group Limited (75–100% of shares).
Who runs Phoenix Equity Partners?
Companies House lists 8 directors of Phoenix Equity Partners: David Burns, Richard William Daw, Tim Michael Dunn, Kevin Jennings Keck, William Joseph Skinner, Christopher James Neale and 2 more.
How long has Phoenix Equity Partners been in business?
The company was formed on 26 January 1984, and has held its current FCA authorisation since December 2001.
Does Phoenix Equity Partners use any other names?
It has previously used 3 other names: DLJ European Private Equity Limited, DLJ Phoenix Private Equity Ltd and Phoenix Fund Managers Ltd.

Sources and links

The full report on Phoenix Equity Partners Limited

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