Sri Capital Advisers Limited

Reference number: 502253

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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 sri-ca.com first appeared online, and whether it can receive email
  • What kind of line 020 7629 9043 is
  • Who else gives the postcode W1S 1RZ
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Other names (1)

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

  • SRI Group Trading name: A name it trades under now.

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.
  • 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 (3 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • 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
23 January 2009 (17 years old)
Registered office
78/79 New Bond Street, London, England, W1S 1RZ
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Giulio Gallazzi Director Jan 1964 26 Mar 2009 1 other company
Jacqueline Leonie Jane Palmer Director Aug 1957 22 Mar 2023 12 other companies

Other companies run by these 2 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
12
closed down
2
run together
1

In the full report: all 12 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
  • All 10 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2022Full accountsAudited

Net assets

£609k

No earlier figure to compare

Cash at bank

£29.0k

No earlier figure to compare

Employees (average)

3

No earlier figure to compare

Owed within a year

£438k

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 06799802. 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

Sri Capital Advisers’s history from the FCA register and Companies House, newest first.

2021

13 December 2021

  • Blenheim Capital Limited took control (75–100% of shares)
  • Sri Global Limited gave up control

Companies House

2016

6 April 2016

  • Sri Global Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

4 January 2010

  • Became authorised by the FCA

FCA register

2009

31 August 2009

  • Regulated by the Financial Services Authority from this date

FCA register

23 January 2009

  • Incorporated at Companies House

Companies House

In the full report: all 25 events

  • All 25 events in its history (7 shown here)
  • Every director appointment and resignation: 14
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Firms like Sri Capital Advisers

Other firms of the same type (financial adviser), 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 Sri Capital Advisers

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

  • 12 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 25 events in its history

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Frequently asked questions about this firm

Is Sri Capital Advisers Limited FCA authorised?
Yes, Sri Capital Advisers Limited (FRN 502253) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Sri Capital Advisers’ phone number and website?
The FCA register lists the phone number 020 7629 9043 and the website sri-ca.com for Sri Capital Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Sri Capital Advisers a scam or clone?
Sri Capital Advisers 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 Sri Capital Advisers?
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 Sri Capital Advisers to the Financial Ombudsman Service, free of charge.
Who owns Sri Capital Advisers?
Sri Capital Advisers is owned by Blenheim Capital Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 13 December 2021. Before that, it was controlled by Sri Global Limited.
Who runs Sri Capital Advisers?
Companies House lists 2 directors of Sri Capital Advisers: Giulio Gallazzi and Jacqueline Leonie Jane Palmer.
How long has Sri Capital Advisers been in business?
The company was formed on 23 January 2009, and has held its current FCA authorisation since January 2010.
What do Sri Capital Advisers’ latest accounts show?
Its latest accounts, to 31 December 2022, show net assets of £609k (no earlier figure to compare) and cash at bank of £29.0k (no earlier figure to compare).
Does Sri Capital Advisers use any other names?
It trades as SRI Group.

Sources and links

The full report on Sri Capital Advisers Limited

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