Sierra Asset Management Limited

Reference number: 794323

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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.

  • No website on the FCA register

  • Phone number

    01202 331631

  • Address

    26 Basepoint Business Centre, Aviation Park West, Enterprise Close, Christchurch, Dorset, BH23 6NX, United Kingdom

In the full report: 2 background checks

  • What kind of line 01202 331631 is
  • Who else gives the postcode BH23 6NX
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FCA permissions and consumer protection

  • 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.
  • 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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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 status
Active
Company type
Private limited company
Incorporated
21 May 2009 (17 years old)
Registered office
4 The Axium Centre Dorchester Road, Lytchett Minster, Poole, Dorset, BH16 6FE, England
Nature of business
  • Other professional, scientific and technical activities not elsewhere classified (SIC 74909)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Scott Betts Director Apr 1967 21 May 2009 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 May 2026Small company accountsNot audited

Net assets

£31.5k

−13% from £36.1k

Cash at bank

£57.3k

+53% from £37.4k

Employees (average)

3

Same as 3

Owed within a year

£25.4k

+23% from £20.7k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 to 2026
  • The chart, 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.

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

Accounts filed at Companies House for company 06912221. 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

Sierra Asset Management’s history from the FCA register and Companies House, newest first.

2018

4 April 2018

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2016

6 April 2016

  • Andrew Scott Betts became the majority owner (50–75% of shares)
  • Nicola Betts became a part-owner (25–50% of shares)

Companies House

2009

21 May 2009

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Sierra Asset Management

Other firms of the same type (pension transfer adviser), nearest first.

In Christchurch

In the Bournemouth (BH) postcode area

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 Sierra Asset Management

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 8 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Sierra Asset Management Limited FCA authorised?
Yes, Sierra Asset Management Limited (FRN 794323) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2018 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.
What is Sierra Asset Management’s phone number?
The FCA register lists the phone number 01202 331631 for Sierra Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is Sierra Asset Management a scam or clone?
Sierra Asset Management 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 Sierra Asset Management?
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 Sierra Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Sierra Asset Management?
Companies House lists 2 people with significant control of Sierra Asset Management: Mr Andrew Scott Betts (50–75% of shares) and Mrs Nicola Betts (25–50% of shares).
Who runs Sierra Asset Management?
Companies House lists one director of Sierra Asset Management: Andrew Scott Betts.
How long has Sierra Asset Management been in business?
The company was formed on 21 May 2009, and has held its current FCA authorisation since April 2018.
What do Sierra Asset Management’s latest accounts show?
Its latest accounts, to 31 May 2026, show net assets of £31.5k (−13% from £36.1k) and cash at bank of £57.3k (+53% from £37.4k).

Sources and links

The full report on Sierra Asset Management Limited

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