Summit Learning Trust
Reference number: 1034969
Instant download
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 1 year
- Protected through the principal
- No FCA actions
- Active company since 2010
- 1 thing worth a closer look in the background checks
Responsible principal firm
SME HCI Limited Reference number: 626422 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.
- Summit Learning Trust (FRN 1034969) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not Summit Learning Trust.
- Example: if Summit Learning Trust refers you to a financial adviser, the advice should come from the principal firm, not from Summit Learning Trust 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.
-
Phone number
-
Address
Ninestiles School, Hartfield Crescent, Birmingham, Birmingham, B27 7QG, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When summitlearningtrust.org.uk first appeared online, and whether it can receive email
- What kind of line 0121 624 9010 is
- Who else gives the postcode B27 7QG
FCA permissions and consumer protection
- Protection through the principal firmProtection works through SME HCI Limited, 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
- 07348167 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private company limited by guarantee
- Incorporated
- 17 August 2010 (16 years old)
- Registered office
- Summit Learning Trust Office Summit Learning Trust C/O Ninestiles, An Academy, Hartfield Crescent, Birmingham, West Midlands, B27 7QG, England
- Nature of business
-
- Primary education (SIC 85200)
- General secondary education (SIC 85310)
- Post-secondary non-tertiary education (SIC 85410)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Karen Crowston | Director | Sep 1962 | 17 Aug 2010 | None |
| Neal Clements | Director | Jun 1952 | 1 Sep 2017 | 5 other companies |
| Richard John Beamish | Director | Apr 1950 | 1 Sep 2017 | 7 other companies |
| Tejal Fatania | Director | Jun 1972 | 1 Sep 2020 | None |
| Glen Collins | Director | Oct 1964 | 1 Sep 2020 | 2 other companies |
| Emma Pritchard | Director | Dec 1982 | 2 Mar 2021 | 1 other company |
| Caroline Anne Hick | Director | Aug 1958 | 1 Jul 2021 | 3 other companies |
| Vincent James Green | Director | Dec 1974 | 1 Sep 2022 | 1 other company |
| Jim Dolan | Director | Apr 1972 | 22 Sep 2024 | None |
| Stephen Paul Smith | Director | May 1976 | 23 Sep 2024 | 1 other company |
| Lucinda Case | Director | May 1963 | 23 Sep 2024 | None |
| Simon Witham (Dr) | Director | Sep 1971 | 12 May 2026 | 1 other company |
| Richard Alan Prowse | Director | Jul 1964 | 1 Sep 2026 | 1 other company |
| Tosca Angela Fairchild | Director | May 1973 | 1 Sep 2026 | 1 other company |
| Rebecca Beardsworth | Secretary | Not published | 5 Sep 2023 | – |
Other companies run by these 14 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
- 21
- closed down
- 7
- run together
- 2
In the full report: all 21 companies, named
- What each company does, and whether it is still trading
- Which of these 14 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 companies these 14 directors run together
- All 46 people who have ever been directors, with their dates
Key dates in its history
Summit Learning Trust’s history from the FCA register and Companies House, newest first.
2025
28 August 2025
- Karen Louise Roberts no longer has significant control
- Marilyn Sylvia Mottram no longer has significant control
Companies House
4 June 2025
- Became an introducer appointed representative
FCA register
2023
1 July 2023
- Alan Philip Price no longer has significant control
Companies House
2022
14 November 2022
- Marilyn Sylvia Mottram gained significant control
Companies House
2020
29 September 2020
- Karen Louise Roberts gained significant control
Companies House
2019
8 May 2019
- Dexter Walter Hutt no longer has significant control
Companies House
7 May 2019
- David Geoffrey Werry gained significant control
Companies House
2017
24 November 2017
- Robert James Fear no longer has significant control
Companies House
1 September 2017
- Alan Philip Price gained significant control
- Ateef Azam gained significant control
Companies House
2016
17 August 2016
- Dexter Walter Hutt gained significant control
- Karen Grace Crowston gained significant control
- Robert James Fear gained significant control
Companies House
2010
17 August 2010
- Incorporated at Companies House
Companies House
In the full report: all 95 events
- All 95 events in its history (15 shown here)
- Every director appointment and resignation: 80
Get the full report on Summit Learning Trust
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 21 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- All 95 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Summit Learning Trust FCA authorised?
Summit Learning Trust (FRN 1034969) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Summit Learning Trust?
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. Summit Learning Trust (FRN 1034969) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not Summit Learning Trust. Example: if Summit Learning Trust refers you to a financial adviser, the advice should come from the principal firm, not from Summit Learning Trust 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.
What is Summit Learning Trust’s phone number and website?
The FCA register lists the phone number 0121 624 9010 and the website summitlearningtrust.org.uk for Summit Learning Trust. If you were given different contact details, use these to check with the firm before going any further.
Is Summit Learning Trust a scam or clone?
Summit Learning Trust 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 Summit Learning Trust?
Protection works through SME HCI Limited, the principal firm responsible for Summit Learning Trust's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Summit Learning Trust?
Companies House lists 3 people with significant control of Summit Learning Trust: Mr David Geoffrey Werry (can appoint and remove the board), Mr Ateef Azam (can appoint and remove the board) and Mrs Karen Grace Crowston (significant influence or control). Before that, it was controlled by Sir Dexter Walter Hutt, Ms Marilyn Sylvia Mottram and Dr Karen Louise Roberts.
Who runs Summit Learning Trust?
Companies House lists 14 directors of Summit Learning Trust: Karen Crowston, Neal Clements, Richard John Beamish, Tejal Fatania, Glen Collins, Emma Pritchard and 8 more.
How long has Summit Learning Trust been in business?
The company was formed on 17 August 2010.
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