Vision Invest Services Ltd

Reference number: 998002

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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.

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.
  • VISION INVEST SERVICES LTD (FRN 998002) is an AR of Sapia Partners LLP (FRN 550103). When you use VISION INVEST SERVICES's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from VISION INVEST SERVICES, 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

    07848 455953

  • Address

    Level 5, 1 Finsbury Square, London, EC2A 1AE, United Kingdom

In the full report: 2 background checks

  • What kind of line 07848 455953 is
  • Who else gives the postcode EC2A 1AE
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Sapia Partners LLP, 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 status
Active
Company type
Private limited company
Incorporated
13 March 2023 (3 years old)
Registered office
Level 5 1 Finsbury Square, London, EC2A 1AE, United Kingdom
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
John Rich Director May 1968 13 Mar 2023 11 other companies
Simon James Taylor Director May 1989 13 Mar 2023 3 other companies
Charles Thomas Director May 1971 13 Mar 2023 None

Other companies run by these 3 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
14
closed down
3
are FCA-registered
3

In the full report: all 14 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 on the FCA register
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£16.5k

−20% from £20.7k

Cash at bank

£33.4k

+68% from £19.9k

Employees (average)

3

Same as 3

Assets and liabilities

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 14724763. 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

Vision Invest Services’s history from the FCA register and Companies House, newest first.

2023

15 June 2023

  • Became an appointed representative

FCA register

13 March 2023

  • Incorporated at Companies House
  • Charles Thomas became a part-owner (25–50% of shares)
  • John Rich became a part-owner (25–50% of shares)
  • Simon James Taylor became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Vision Invest Services

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

connected firms
4
share a director
2
share its postcode
2

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (2), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Vision Invest Services

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

In London

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 Vision Invest Services

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

  • 14 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 8 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Vision Invest Services Ltd FCA authorised?
Vision Invest Services Ltd (FRN 998002) 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 Vision Invest Services?
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. Vision Invest Services Ltd (FRN 998002) is an AR of Sapia Partners LLP (FRN 550103). When you use Vision Invest Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Vision Invest Services, 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 Vision Invest Services’ phone number?
The FCA register lists the phone number 07848 455953 for Vision Invest Services. If you were given different contact details, use these to check with the firm before going any further.
Is Vision Invest Services a scam or clone?
Vision Invest 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 Vision Invest Services?
Protection works through Sapia Partners LLP, the principal firm responsible for Vision Invest Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Vision Invest Services?
Companies House lists 3 people with significant control of Vision Invest Services: Mr Simon James Taylor (25–50% of shares), Mr Charles Thomas (25–50% of shares) and Mr John Rich (25–50% of shares).
Who runs Vision Invest Services?
Companies House lists 3 directors of Vision Invest Services: John Rich, Simon James Taylor and Charles Thomas.
How long has Vision Invest Services been in business?
The company was formed on 13 March 2023.
What do Vision Invest Services’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £16.5k (−20% from £20.7k) and cash at bank of £33.4k (+68% from £19.9k).

Sources and links

The full report on Vision Invest Services Ltd

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