Syon Financial Limited

Reference number: 222107

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Syon Financial Limited (FRN 222107) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Syon Financial's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Syon Financial, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • 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.

  • No website on the FCA register

  • Phone number

    020 8439 9040

  • Address

    15 The Redcoats, Donnington, Newbury, Berkshire, RG14 3BZ, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 8439 9040 is
  • Who else gives the postcode RG14 3BZ
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Other names (3)

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

  • Syon IFA Limited Former name
  • Syon IFA Ltd Former name
  • The Octavian Partnership (Syon IFA Limited) Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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, free
    You 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
04434426
Company status
Active
Company type
Private limited company
Incorporated
9 May 2002 (24 years old)
Registered office
39 Tamworth Road, Croydon, Surrey, CR0 1XU
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Matthew Peter Hooper Director Jul 1970 9 May 2002 None
David Richard Piper Secretary Not published 9 May 2002 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 3 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 October 2019Micro-entity accountsNot audited

Net assets

£41.4k

No earlier figure to compare

Owed within a year

£22.0k

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.

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

Accounts filed at Companies House for company 04434426. 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

Syon Financial’s history from the FCA register and Companies House, newest first.

Key events (7) All events (10)

2024

29 October 2024

  • Joanne Louise Hooper became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Matthew Peter Hooper took control (75–100% of votes)

Companies House

2013

19 November 2013

  • Changed its registered name from "Syon IFA Ltd"

FCA register

2010

14 June 2010

  • Changed its registered name from "The Octavian Partnership (Syon IFA Limited)"

FCA register

2004

16 June 2004

  • Changed its registered name from "Syon IFA Limited"

FCA register

2003

17 January 2003

  • Became an appointed representative

FCA register

2002

9 May 2002

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms like Syon Financial

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

In Newbury

Andrew Street Wealth Management LtdNewburyAppointed representativeBaggerman Wealth Management LtdNewburyAppointed representativeBeckley Financial Planning LtdNewburyAppointed representativeBrian Kin Pong LiuNewburyAppointed representativeChune SangNewburyAppointed representativeCreative Lifestyle Planning LtdNewburyAppointed 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 Syon Financial

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
  • All 10 events in its history

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Frequently asked questions about this firm

Is Syon Financial Limited FCA authorised?
Syon Financial Limited (FRN 222107) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Syon Financial?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Syon Financial Limited (FRN 222107) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Syon Financial's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Syon Financial, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. 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 Syon Financial’s phone number?
The FCA register lists the phone number 020 8439 9040 for Syon Financial. If you were given different contact details, use these to check with the firm before going any further.
Is Syon Financial a scam or clone?
Syon Financial 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 Syon Financial?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Syon Financial's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Syon Financial?
Companies House lists 2 people with significant control of Syon Financial: Mr Matthew Peter Hooper (75–100% of votes) and Mrs Joanne Louise Hooper (25–50% of shares).
Who runs Syon Financial?
Companies House lists one director of Syon Financial: Matthew Peter Hooper.
How long has Syon Financial been in business?
The company was formed on 9 May 2002.
What do Syon Financial’s latest accounts show?
Its latest accounts, to 31 October 2019, show net assets of £41.4k (no earlier figure to compare).
Does Syon Financial use any other names?
It has previously used 3 other names: Syon IFA Limited, Syon IFA Ltd and The Octavian Partnership (Syon IFA Limited).

Sources and links

The full report on Syon Financial Limited

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