Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 17 years
- Protected through the principal
- No FCA actions
- Active company since 1992
- Accounts filed up to 29 February 2024
- Accounts are overdue at Companies House
Responsible principal firm
Whitechurch Securities Limited Reference number: 114318 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- Whitechurch Asset Management Limited (FRN 495793) introduces customers to Whitechurch Securities Limited (FRN 114318). Any regulated advice or arranging is done by the principal, not Whitechurch Asset Management.
- Example: if Whitechurch Asset Management refers you to a financial adviser, the advice should come from the principal firm, not from Whitechurch Asset Management itself.
- 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.
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No website on the FCA register
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Phone number
-
Address
The Old Chapel, 14 Fairview Drive, Redland, Bristol, BS6 6PH, United Kingdom
In the full report: 2 background checks
- What kind of line 0117 916 6150 is
- Who else gives the postcode BS6 6PH
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Whitechurch Securities 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, freeYou 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.
Concerns on the company record
- Accounts are overdue at Companies House.
- Company number
- 02773836 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 December 1992 (33 years old)
- Registered office
- Ground Floor Reading Bridge House, George Street, Reading, RG1 8LS, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Daniel Matthew Gregory | Director | Apr 1972 | 1 Jan 2009 | 4 other companies |
| Amanda Jane Tovey | Director | Sep 1977 | 1 Aug 2019 | 4 other companies |
Other companies run by these 2 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
- 4
- still active
- 3
- went insolvent
- 1
In the full report: all 4 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 2 on the FCA register
- The 4 companies these 2 directors run together
- All 11 people who have ever been directors, with their dates
Filed accounts and finances
Profit before tax
£108k
−18% from £131k
Net assets
£25.8k
+38% from £18.6k
Cash at bank
£72.9k
−36% from £113k
Employees (average)
0
Same as 0
Its next accounts are overdue at Companies House.
The accounts for the year to 29 February 2024 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £827k, for the year to 28 February 2023.
Turnover and profit
In the full report: all 5 years of accounts
- Every year from 2020 to 2024
- Both charts, over every year
- Every filed figure, year by year
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.
Accounts filed at Companies House for company 02773836. 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
Whitechurch Asset Management’s history from the FCA register and Companies House, newest first.
2024
30 April 2024
- Kean Michael Seager no longer has significant control
Companies House
2016
15 December 2016
- Kean Michael Seager gained significant control
Companies House
2009
30 January 2009
- Became an introducer appointed representative
FCA register
2003
3 June 2003
- Board replaced: its only director left and a new director took over
Companies House
1992
15 December 1992
- Incorporated at Companies House
Companies House
In the full report: all 23 events
- All 23 events in its history (5 shown here)
- Every director appointment and resignation: 18
Firms connected to Whitechurch Asset Management
Other FCA-listed firms that share a director, phone number or address with Whitechurch Asset Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 2
- share its postcode
- 1
In the full report: all 2 connected firms, named
- How each is linked: shared directors (2), the same postcode (1)
- Who links each one: the named directors, with dates
Firms like Whitechurch Asset Management
Other firms of the same type (investment or fund manager), nearest first.
In Bristol
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 Whitechurch Asset Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 2 background checks on its contact details
- 5 years of accounts, charted
- All 23 events in its history
- 2 connected firms, named, and who links them
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk