Surrey Independent Advisers Limited

Reference number: 228148

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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 siainsurance.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 8335 3388 is
  • Who else gives the postcode KT6 6HE
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Other names (4)

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

  • Evergreen Insurance Services Trading name
  • Surrey Independent Advisers Ltd Former name
  • SIA Financial Planning Former trading name
  • SIA Wealth Management Former trading name

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • 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 number
02947585
Company status
Active
Company type
Private limited company
Incorporated
12 July 1994 (32 years old)
Registered office
Elmwood House Ghyll Royd, Guiseley, Leeds, LS20 9LT, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
David Gardiner Director Oct 1975 12 Sep 2024 None
Simon Townsend Director Jan 1970 12 Sep 2024 9 other companies
Kathren Wright Director Feb 1972 13 Feb 2025 79 other companies
Andrew Cawton Cunis Director Feb 1977 12 Jun 2026 16 other companies

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
80
closed down
2
are FCA-registered
36

In the full report: all 80 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 36 on the FCA register, including one no longer authorised
  • The 17 companies these 4 directors run together
  • All 15 people who have ever been directors, with their dates
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Filed accounts and finances

8 months to 31 March 2024Micro-entity accountsNot audited

Net assets

£157k

−5.2% from £166k

Employees (average)

15

Same as 15

Owed within a year

£565k

+14% from £494k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2024
  • 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 02947585. 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

Surrey Independent Advisers’s history from the FCA register and Companies House, newest first.

Key events (9) All events (47)

2024

10 April 2024

  • Colin Robert Duxberry stopped being a part-owner
  • J.M. Glendinning Group Limited took control (75–100% of shares)

Companies House

2017

7 March 2017

  • Changed its registered name from "Surrey Independent Advisers Ltd"

FCA register

2016

10 July 2016

  • Colin Robert Duxberry became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

14 May 2004

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

FCA register

1999

16 July 1999

  • Board replaced: all 3 directors left and 2 new directors took over

Companies House

1994

12 July 1994

  • Incorporated at Companies House

Companies House

In the full report: all 47 events

  • All 47 events in its history (9 shown here)
  • Every director appointment and resignation: 30
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Firms connected to Surrey Independent Advisers

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

connected firms
12
share a director
12

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (12)
  • Who links each one: the named directors, with dates
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Firms like Surrey Independent Advisers

Other firms of the same type (insurance broker), nearest first.

In Surbiton

AVN Capital LTDSurbitonAuthorisedCaithness & Co LimitedSurbitonAuthorisedNightingale Protection LtdSurbitonAppointed representativeNPH&B LtdSurbitonAppointed representative

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 Surrey Independent Advisers

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

  • 80 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 47 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Surrey Independent Advisers Limited FCA authorised?
Yes, Surrey Independent Advisers Limited (FRN 228148) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2004 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is Surrey Independent Advisers’ phone number and website?
The FCA register lists the phone number 020 8335 3388 and the website siainsurance.co.uk for Surrey Independent Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Surrey Independent Advisers a scam or clone?
Surrey Independent 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 Surrey Independent 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 Surrey Independent Advisers to the Financial Ombudsman Service, free of charge.
Who owns Surrey Independent Advisers?
Surrey Independent Advisers is owned by J.M. Glendinning Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 10 April 2024. Before that, it was controlled by Mr Colin Robert Duxberry.
Who runs Surrey Independent Advisers?
Companies House lists 4 directors of Surrey Independent Advisers: David Gardiner, Simon Townsend, Kathren Wright and Andrew Cawton Cunis.
How long has Surrey Independent Advisers been in business?
The company was formed on 12 July 1994, and has held its current FCA authorisation since May 2004.
What do Surrey Independent Advisers’ latest accounts show?
Its latest accounts, to 31 March 2024, show net assets of £157k (−5.2% from £166k).
Does Surrey Independent Advisers use any other names?
It trades as Evergreen Insurance Services. It has previously used 3 other names: Surrey Independent Advisers Ltd, SIA Financial Planning and SIA Wealth Management.

Sources and links

The full report on Surrey Independent Advisers Limited

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