Threadneedle Portfolio Services Limited

Reference number: 119174

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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 columbiathreadneedle.com first appeared online, and whether it can receive email
  • What kind of line 020 7464 5000 is, and the 9 other firms that give it
  • Who else gives the postcode EC4N 6AG
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Other names (3)

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

  • Columbia Threadneedle Trading name
  • Columbia Threadneedle Investments Trading name
  • Allied Dunbar Unit Trusts Plc Former name

FCA permissions and consumer protection

  • Run or oversee funds 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 (2 permissions)
  • Establishing, operating or winding up a collective investment scheme
  • Managing an unauthorised AIF

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
00285988
Company status
Active
Company type
Private limited company
Incorporated
22 March 1934 (92 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter William Stone Director Jun 1965 5 Sep 2018 61 other companies
Giuseppe Vullo Director Dec 1972 22 Feb 2021 75 other companies
Gerard Anthony Frewin Director Jan 1974 28 Jun 2021 33 other companies
Claudia Louise Wearmouth Director Sep 1979 19 May 2025 None
Alan Kaye Secretary Not published 1 Jul 1997 –

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
112
closed down
47
are FCA-registered
6

In the full report: all 112 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 6 on the FCA register
  • The 55 companies these 4 directors run together
  • All 44 people who have ever been directors, with their dates
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Key dates in its history

Threadneedle Portfolio Services’s history from the FCA register and Companies House, newest first.

Key events (8) All events (100)

2016

6 April 2016

  • Threadneedle Asset Management Holdings Limited took control (75–100% of shares)

Companies House

2014

27 March 2014

  • FCA imposed a requirement (May control but not hold client money)

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

1997

26 August 1997

  • Changed its registered name from "Allied Dunbar Unit Trusts Plc"

FCA register

1994

17 October 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1934

22 March 1934

  • Incorporated at Companies House

Companies House

In the full report: all 100 events

  • All 100 events in its history (8 shown here)
  • Every director appointment and resignation: 85
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Firms connected to Threadneedle Portfolio Services

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

connected firms
9
share a director
3
share its phone number
9

In the full report: all 9 connected firms, named

  • How each is linked: shared directors (3), the same phone number (9), the same postcode (9)
  • Who links each one: the named directors, with dates
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Firms like Threadneedle Portfolio Services

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) LimitedLondonAuthorised

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 Threadneedle Portfolio Services

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

  • 112 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 100 events in its history
  • 9 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Threadneedle Portfolio Services Limited FCA authorised?
Yes, Threadneedle Portfolio Services Limited (FRN 119174) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Threadneedle Portfolio Services’ phone number and website?
The FCA register lists the phone number 020 7464 5000 and the website columbiathreadneedle.com for Threadneedle Portfolio Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 9 other FCA firms.
Is Threadneedle Portfolio Services a scam or clone?
Threadneedle Portfolio Services 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 Threadneedle Portfolio Services?
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 Threadneedle Portfolio Services to the Financial Ombudsman Service, free of charge.
Who owns Threadneedle Portfolio Services?
Threadneedle Portfolio Services is owned by Threadneedle Asset Management Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 6 April 2016.
Who runs Threadneedle Portfolio Services?
Companies House lists 4 directors of Threadneedle Portfolio Services: Peter William Stone, Giuseppe Vullo, Gerard Anthony Frewin and Claudia Louise Wearmouth.
How long has Threadneedle Portfolio Services been in business?
The company was formed on 22 March 1934, and has held its current FCA authorisation since December 2001.
Does Threadneedle Portfolio Services use any other names?
It trades as Columbia Threadneedle and Columbia Threadneedle Investments. It has previously used the name Allied Dunbar Unit Trusts Plc.

Sources and links

The full report on Threadneedle Portfolio Services Limited

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