SL Investment Management Limited

Reference number: 148002

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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 slinvest.co.uk first appeared online, and whether it can receive email
  • What kind of line 01244 317999 is
  • Who else gives the postcode CH1 3BQ
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Other names (10)

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

  • Surrenda-Link Limited Former name: A name it was registered under before.
  • freetrawl.com Former trading name: A name it used to trade under.
  • PolicyPlus Former trading name: A name it used to trade under.
  • Quo Capital Former trading name: A name it used to trade under.
  • Robin Lloyd the Endowment People Former trading name: A name it used to trade under.
  • Sellingmyannuity.co.uk Former trading name: A name it used to trade under.
  • Sellingmyendowment.co.uk Former trading name: A name it used to trade under.
  • SL Investment Services Former trading name: A name it used to trade under.
  • Surrenda-link Former trading name: A name it used to trade under.
  • Surrenda-Link Investment Management Former trading name: A name it used to trade under.

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds 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 (8 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 an unauthorised AIF
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

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 March 1990 (36 years old)
Registered office
One City Place, Queens Road, Chester, CH1 3BQ, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Patrick Paul Mcadams Director Dec 1975 24 Apr 2006 6 other companies
Robert Mark Ireland Director May 1978 21 Apr 2016 10 other companies
Alan Gough Director Sep 1971 16 Oct 2025 None
Cuthbert Paul Sands Director Apr 1943 Not published 12 other companies
John Murphy Secretary Not published 30 Apr 2013 –

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
25
closed down
11
run together
3

In the full report: all 25 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 3 companies these 4 directors run together
  • All 18 people who have ever been directors, with their dates
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Key dates in its history

SL Investment Management’s history from the FCA register and Companies House, newest first.

2018

13 June 2018

  • Portfolio Design Group International Ltd stopped being a part-owner

Companies House

2016

6 April 2016

  • Portfolio Design Group International Ltd became a part-owner (25–50% of shares)

Companies House

2015

6 November 2015

  • FCA imposed a requirement (CPMI Requirement)
  • FCA imposed a requirement (May control but not hold client money)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

2 November 2009

  • Changed its registered name from "Surrenda-Link Limited"

FCA register · Companies House

2001

1 December 2001

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

FCA register

1996

8 April 1996

  • Regulated by the Personal Investment Authority from this date

FCA register

1990

26 March 1990

  • Incorporated at Companies House

Companies House

In the full report: all 59 events

  • All 59 events in its history (10 shown here)
  • Every director appointment and resignation: 28
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Firms connected to SL Investment Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like SL Investment Management

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

In Chester

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 SL Investment Management

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

  • 25 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 59 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is SL Investment Management Limited FCA authorised?
Yes, SL Investment Management Limited (FRN 148002) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is SL Investment Management’s phone number and website?
The FCA register lists the phone number 01244 317999 and the website slinvest.co.uk for SL Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is SL Investment Management a scam or clone?
SL Investment 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 SL Investment 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 SL Investment Management to the Financial Ombudsman Service, free of charge.
Who owns SL Investment Management?
Companies House lists no one with significant control of SL Investment Management now. Before that, it was controlled by Portfolio Design Group International Ltd.
Who runs SL Investment Management?
Companies House lists 4 directors of SL Investment Management: Patrick Paul McAdams, Robert Mark Ireland, Alan Gough and Cuthbert Paul Sands.
How long has SL Investment Management been in business?
The company was formed on 26 March 1990, and has held its current FCA authorisation since December 2001.
Does SL Investment Management use any other names?
It has previously used 10 other names, including Surrenda-Link Limited, freetrawl.com and PolicyPlus.

Sources and links

The full report on SL Investment Management Limited

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