Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 12 years
- Protected through the principal
- No FCA actions
- Active company since 2011
- Accounts filed up to 31 December 2025
Responsible principal firm
Portfoliometrix Asset Management Ltd Reference number: 564162 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.
- Portfoliometrix UK Ltd (FRN 646935) introduces customers to Portfoliometrix Asset Management Ltd (FRN 564162). Any regulated advice or arranging is done by the principal, not Portfoliometrix UK.
- Example: if Portfoliometrix UK refers you to a financial adviser, the advice should come from the principal firm, not from Portfoliometrix UK 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.
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No website on the FCA register
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Phone number
-
Address
25 Eccleston Place, London, SW1W 9NF, United Kingdom
In the full report: 2 background checks
- What kind of line 020 3286 3522 is
- Who else gives the postcode SW1W 9NF
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Portfoliometrix Asset Management 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, freeYou 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 number
- 07868445 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 2 December 2011 (14 years old)
- Registered office
- 25 Eccleston Place, London, SW1W 9NF, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Michael Roberts | Director | Oct 1977 | 2 Dec 2011 | None |
| Nicholas Wolseley Bok Spicer | Director | Feb 1983 | 7 Apr 2015 | 1 other company |
| Benjamin Jason Sebastian Peele | Director | Mar 1977 | 2 Aug 2019 | 1 other company |
| Alexander Hans Funk | Director | Nov 1988 | 1 Jan 2026 | None |
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
- 2
- still active
- 2
- is FCA-registered
- 1
In the full report: all 2 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 one on the FCA register
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£740k
+52% from £485k
Cash at bank
£455k
−35% from £704k
Owed within a year
£391k
−28% from £545k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
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 07868445. 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
Portfoliometrix UK’s history from the FCA register and Companies House, newest first.
2016
2 December 2016
- Michael Roberts became the majority owner (50–75% of shares)
Companies House
2014
18 September 2014
- Became an introducer appointed representative
FCA register
2011
2 December 2011
- Incorporated at Companies House
Companies House
In the full report: all 11 events
- All 11 events in its history (3 shown here)
- Every director appointment and resignation: 8
Firms connected to Portfoliometrix UK
Other FCA-listed firms that share a director, phone number or address with Portfoliometrix UK. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Portfoliometrix UK
Other firms of the same type (investment or fund manager), 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 Portfoliometrix UK
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 11 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Who owns Portfoliometrix UK?
Who runs Portfoliometrix UK?
How long has Portfoliometrix UK been in business?
What do Portfoliometrix UK’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk