TrinityBridge Fund Management Limited

Reference number: 175827

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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 trinitybridge.com first appeared online, and whether it can receive email
  • What kind of line 0800 588 4064 is, and the 3 other firms that give it
  • Who else gives the postcode W1U 2RY
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Other names (8)

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

  • TrinityBridge Trading name
  • Close Asset Management (UK) Limited Former name
  • Close Fund Management Limited Former name
  • Close Investments (UK) Limited Former name
  • Close Former trading name
  • Close Brothers Former trading name
  • Close Brothers Asset Management Former trading name
  • Close Investments Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · 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 (6 permissions)
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Making arrangements with a view to transactions in investments
  • Managing a UK UCITS
  • Managing investments

Limits on what they may do

  • COLL 6.9.9R(1) to (3) or sucessor provisions.
    The firm is only permitted to carry on the activities specified in COLL 6.9.9R(1) to (3) or any successor provision.

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
02998803
Company status
Active
Company type
Private limited company
Incorporated
6 December 1994 (31 years old)
Registered office
Wigmore Yard, 42 Wigmore Street, London, W1U 2RY, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Robin Craig Sheldon Smith Director May 1962 14 Jan 2016 None
Alan Joseph Sippetts Director Apr 1964 28 Jun 2019 3 other companies
Sarah Helen Forrest Director Jun 1968 16 Jul 2019 None
John Edmeads Director Nov 1982 18 Sep 2024 5 other companies
Andrew Rees Thomas Director Aug 1978 10 Jun 2025 13 other companies
Nigel Geoffrey Stockton Director Mar 1966 1 Sep 2025 6 other companies
Rebecca Kelly Goulbourne Director Dec 1979 9 Jun 2026 11 other companies
Jessica Abigail May Lewis Secretary Not published 15 Nov 2010 –

Other companies run by these 7 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
22
closed down
3
went insolvent
1

In the full report: all 22 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 3 on the FCA register
  • The 9 companies these 7 directors run together
  • All 37 people who have ever been directors, with their dates
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Key dates in its history

TrinityBridge Fund Management’s history from the FCA register and Companies House, newest first.

Key events (12) All events (96)

2025

29 April 2025

  • Changed its registered name from "Close Asset Management (UK) Limited"

FCA register

2018

5 July 2018

  • Close Investments Limited gave up control
  • Trinitybridge Holdings Limited took control (75–100% of shares)

Companies House

2016

13 April 2016

  • Close Investments Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

18 June 2009

  • Changed its registered name from "Close Investments (UK) Limited"

FCA register

2008

26 February 2008

  • Changed its registered name from "Close Fund Management Limited"

FCA register

2007

4 January 2007

  • FCA imposed a requirement (COLL 6.9.9R(1) to (3) or sucessor provisions.)

FCA register

2001

1 December 2001

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

FCA register

1997

18 April 1997

  • Regulated by the Personal Investment Authority from this date

FCA register

1994

6 December 1994

  • Incorporated at Companies House

Companies House

In the full report: all 96 events

  • All 96 events in its history (12 shown here)
  • Every director appointment and resignation: 72
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Firms connected to TrinityBridge Fund Management

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

connected firms
5
share a director
3
share its phone number
3

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (3), the same phone number (3), the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like TrinityBridge Fund Management

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 TrinityBridge Fund Management

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

  • 22 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 96 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is TrinityBridge Fund Management Limited FCA authorised?
Yes, TrinityBridge Fund Management Limited (FRN 175827) 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 TrinityBridge Fund Management’s phone number and website?
The FCA register lists the phone number 0800 588 4064 and the website trinitybridge.com for TrinityBridge Fund Management. 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 3 other FCA firms.
Is TrinityBridge Fund Management a scam or clone?
TrinityBridge Fund Management 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 TrinityBridge Fund Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about TrinityBridge Fund Management to the Financial Ombudsman Service, free of charge.
Who owns TrinityBridge Fund Management?
TrinityBridge Fund Management is owned by Trinitybridge Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 5 July 2018. Before that, it was controlled by Close Investments Limited.
Who runs TrinityBridge Fund Management?
Companies House lists 7 directors of TrinityBridge Fund Management: Robin Craig Sheldon Smith, Alan Joseph Sippetts, Sarah Helen Forrest, John Edmeads, Andrew Rees Thomas, Nigel Geoffrey Stockton and 1 more.
How long has TrinityBridge Fund Management been in business?
The company was formed on 6 December 1994, and has held its current FCA authorisation since December 2001.
Does TrinityBridge Fund Management use any other names?
It trades as TrinityBridge. It has previously used 7 other names, including Close Asset Management (UK) Limited, Close Fund Management Limited and Close Investments (UK) Limited.

Sources and links

The full report on TrinityBridge Fund Management Limited

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