Policy Services Limited
Reference number: 214036
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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.
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Phone number
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Address
Oracle Campus, Linlithgow, West Lothian, EH49 7BF, United Kingdom
In the full report: 3 background checks
- When policyservices.co.uk first appeared online, and whether it can receive email
- What kind of line 0345 450 7806 is
- Who else gives the postcode EH49 7BF
Other names (4)
If you were contacted under any of these names, it is this firm.
- Charitable Investors Former trading name: A name it used to trade under.
- Virtue Former trading name: A name it used to trade under.
- Virtue Money Former trading name: A name it used to trade under.
- WhereIKeepMyMoney.Com Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Debt-counselling
- 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 number
- SC230167 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 April 2002 (24 years old)
- Registered office
- Oracle Campus, Blackness Road, Linlithgow, West Lothian, EH49 7BF
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Kevin Michael Dorrian | Director | May 1987 | 1 Jul 2014 | 3 other companies |
| Jonathan Paul Hill | Director | Mar 1973 | 29 Jun 2020 | None |
| Louise Anne Gibson | Director | Mar 1988 | 27 Apr 2023 | None |
| Mitesh Patel | Director | Oct 1974 | 15 Nov 2023 | None |
| John Mark Laidlaw | Director | Jun 1966 | 9 Jun 2025 | 36 other companies |
| ST. JAMES'S PLACE CORPORATE SECRETARY LIMITED | Corporate secretary | Not published | 30 Apr 2020 | – |
Other companies run by these 5 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
- 39
- closed down
- 8
- are FCA-registered
- 10
In the full report: all 39 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 10 on the FCA register
- All 17 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£20.1m
No earlier figure to compare
Profit before tax
−£1.82m
No earlier figure to compare
Net assets
£278k
No earlier figure to compare
Cash at bank
£3.91m
No earlier figure to compare
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.
Accounts filed at Companies House for company SC230167. 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
Policy Services’s history from the FCA register and Companies House, newest first.
2025
15 May 2025
- Sjp Legacy Holdings Ltd gave up control
- St. James's Place Wealth Management Group Limited gave up control
- St. James's Place Wealth Management Group Limited took control (75–100% of shares)
- St. James's Place Wealth Management PLC took control (75–100% of shares)
Companies House
8 May 2025
- Sjp Legacy Holdings Ltd took control (75–100% of shares)
- Virtue Money Limited gave up control
Companies House
2016
6 April 2016
- Virtue Money Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2002
21 October 2002
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
10 April 2002
- Incorporated at Companies House
Companies House
In the full report: all 49 events
- All 49 events in its history (11 shown here)
- Every director appointment and resignation: 27
Firms connected to Policy Services
Other FCA-listed firms that share a director, phone number or address with Policy Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 4
- past links
- 6
In the full report: all 4 connected firms, named
- How each is linked: shared directors (4)
- Who links each one: the named directors, with dates
- 6 past links through former directors
Firms like Policy Services
Other firms of the same type (financial adviser), nearest first.
In Linlithgow
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 Policy Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 39 other companies its directors have run, named
- 3 background checks on its contact details
- All 49 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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What do Policy Services’ latest accounts show?
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk