Schroders Investment Portfolio Services Limited

Reference number: 230690

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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 schroders.com first appeared online, and whether it can receive email
  • What kind of line 01403 334477 is, and the other firm that gives it
  • Who else gives the postcode RH12 4QP
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Other names (2)

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

  • Schroder Investment Solutions Trading name
  • Whitley Asset Management Ltd Former name

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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • Control not hold
    The firm may control and not hold client money

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
04584600
Company status
Active
Company type
Private limited company
Incorporated
7 November 2002 (23 years old)
Registered office
Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP, England
Nature of business
  • Security and commodity contracts dealing activities (SIC 66120)

Directors and company secretaries

Name Role Born Appointed Other companies
Edward Dymott Director Jan 1979 30 Jan 2026 33 other companies
Helen Louise Fitzgerald Director Jun 1981 30 Jan 2026 41 other companies
Philip Robert Middleton Director Jun 1968 14 Apr 2026 None
Gareth John Lewis Director Apr 1963 10 Jul 2026 6 other companies
Elizabeth May Adams Secretary Not published 23 Sep 2026 –

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
59
closed down
18
went insolvent
7

In the full report: all 59 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The 7 that went into liquidation or administration
  • The 16 on the FCA register, including one no longer authorised
  • The 21 companies these 4 directors run together
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2023Full accountsAudited

Turnover

£7.48m

−4.3% from £7.82m

Profit before tax

£2.14m

−32% from £3.17m

Net assets

£6.13m

−33% from £9.14m

Cash at bank

£2.21m

−76% from £9.29m

Turnover and profit

In the full report: all 4 years of accounts

  • Every year from 2020 to 2023
  • Both charts, over every year
  • Every filed figure, year by year
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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 04584600. 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

Schroders Investment Portfolio Services’s history from the FCA register and Companies House, newest first.

Key events (11) All events (31)

2026

25 March 2026

  • Benchmark Capital Limited took control (75–100% of shares)
  • Schroder & Co. Limited gave up control

Companies House

12 February 2026

  • Changed its registered name from "Whitley Asset Management Ltd"

FCA register

2024

7 October 2024

  • Edward John Whitley gave up control
  • Schroder & Co. Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Edward John Whitley took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

17 February 2004

  • Regulated by the Financial Services Authority from this date
  • FCA imposed a requirement (Control not hold)
  • Became authorised by the FCA

FCA register

2002

7 November 2002

  • Incorporated at Companies House

Companies House

In the full report: all 31 events

  • All 31 events in its history (11 shown here)
  • Every director appointment and resignation: 16
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Firms connected to Schroders Investment Portfolio Services

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

connected firms
12
share a director
12
share its phone number
1

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (12), the same phone number (1), the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Schroders Investment Portfolio Services

Other firms of the same type (investment or fund manager), nearest first.

In the Redhill (RH) postcode area

People's Administration Services LimitedCrawleyAuthorisedDarwin Private Equity LLPOxtedAuthorisedKMG Investment Management LimitedGatwickAuthorisedMetis Asset Management LtdHaywards HeathAuthorisedMole Valley Asset Management LtdDorkingAuthorisedVictoria Capital (UK) LimitedHaywards HeathAuthorised

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 Schroders Investment Portfolio Services

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

  • 59 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 31 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Schroders Investment Portfolio Services Limited FCA authorised?
Yes, Schroders Investment Portfolio Services Limited (FRN 230690) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2004 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Schroders Investment Portfolio Services’ phone number and website?
The FCA register lists the phone number 01403 334477 and the website schroders.com/en-gb/uk/intermediary/investment-solutions for Schroders Investment Portfolio Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Schroders Investment Portfolio Services a scam or clone?
Schroders Investment Portfolio Services 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 Schroders Investment Portfolio Services?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Schroders Investment Portfolio Services to the Financial Ombudsman Service, free of charge.
Who owns Schroders Investment Portfolio Services?
Schroders Investment Portfolio Services is owned by Benchmark Capital Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 25 March 2026. Before that, it was controlled by Edward John Whitley and Schroder & Co. Limited.
Who runs Schroders Investment Portfolio Services?
Companies House lists 4 directors of Schroders Investment Portfolio Services: Edward Dymott, Helen Louise Fitzgerald, Philip Robert Middleton and Gareth John Lewis.
How long has Schroders Investment Portfolio Services been in business?
The company was formed on 7 November 2002, and has held its current FCA authorisation since February 2004.
What do Schroders Investment Portfolio Services’ latest accounts show?
Its latest accounts, to 31 December 2023, show turnover of £7.48m (−4.3% from £7.82m) and profit before tax of £2.14m (−32% from £3.17m).
Does Schroders Investment Portfolio Services use any other names?
It trades as Schroder Investment Solutions. It has previously used the name Whitley Asset Management Ltd.

Sources and links

The full report on Schroders Investment Portfolio Services Limited

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