The McHattie Group

Reference number: 137733

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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 tipsheets.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 407 0225 is
  • Who else gives the postcode BS8 4PH
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Other names (1)

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

  • The Adviser Former 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.
  • Investments & pensions 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 (1 permission)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

Limits on what they may do

  • Media Firm - advice for specific requests
    Media Firm: The firm must advise: (a) only through the media; and (b) without conveying the impression that the advice is particularly suitable for any person, except when it is given in response to a specific request for advice from that person.

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.

Key dates in its history

The McHattie Group’s history from the FCA register and Companies House, newest first.

Key events (6) All events (10)

2022

19 April 2022

  • FCA imposed a requirement (Media Firm - advice for specific requests)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1994

18 July 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1992

11 February 1992

  • Changed its registered name from "The Adviser"

FCA register

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
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Firms like The McHattie Group

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

In Bristol

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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 The McHattie Group

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

  • 3 background checks on its contact details
  • All 10 events in its history

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Frequently asked questions about this firm

Is The McHattie Group FCA authorised?
Yes, The McHattie Group (FRN 137733) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is The McHattie Group’s phone number and website?
The FCA register lists the phone number 0117 407 0225 and the website tipsheets.co.uk for The McHattie Group. If you were given different contact details, use these to check with the firm before going any further.
Is The McHattie Group a scam or clone?
The McHattie Group 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 The McHattie Group?
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 The McHattie Group to the Financial Ombudsman Service, free of charge.
Does The McHattie Group use any other names?
It has previously used the name The Adviser.

Sources and links

The full report on The McHattie Group

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