Xcelsior Capital Advisors Limited

Reference number: 1008998

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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.
  • Xcelsior Capital Advisors Limited (FRN 1008998) is an AR of Infinity Asset Management LLP (FRN 464315). When you use Xcelsior Capital Advisors's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Xcelsior Capital Advisors, 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

    07741 638502

  • Address

    4 The Sanctuary, London, Westminster, SW1P 3JS, United Kingdom

In the full report: 2 background checks

  • What kind of line 07741 638502 is
  • Who else gives the postcode SW1P 3JS
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Infinity Asset Management 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
27 February 2023 (3 years old)
Registered office
C/O Tc Citroen Wells Limited, 5th Floor, 3 Dorset Rise, London, EC4Y 8EN, England
Nature of business
  • Activities of open-ended investment companies (SIC 64304)

Directors and company secretaries

Name Role Born Appointed Other companies
Liam Farley Director Oct 1983 27 Feb 2023 1 other company
Nicholas James Peter Cartwright Director Jun 1984 13 Jun 2023 5 other companies
John Gordon Buckingham Craig Director Oct 1965 13 Jun 2023 11 other companies
Geoffrey Richard Linnell Director Nov 1975 13 Jun 2023 7 other companies
James Anthony Harrold Macfarlane Director Jun 1984 13 Jun 2023 7 other companies

Other companies run by these 5 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
16
closed down
1
run together
7

In the full report: all 16 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 7 companies these 5 directors run together
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Filed accounts and finances

Year to 30 September 2025Micro-entity accountsNot audited

Net assets

−£4,790

No earlier figure to compare

Employees (average)

0

Same as 0

Owed within a year

£28.8k

No earlier figure to compare

Net assets are negative: on its last balance sheet the company owed £4,790 more than it owned.

Net assets

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 14689942. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Xcelsior Capital Advisors’s history from the FCA register and Companies House, newest first.

2024

3 April 2024

  • Became an appointed representative

FCA register

2023

27 February 2023

  • Incorporated at Companies House
  • Xcelsior Capital Limited took control (75–100% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (3 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Xcelsior Capital Advisors

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Xcelsior Capital Advisors

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 Xcelsior Capital Advisors

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

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

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Frequently asked questions about this firm

Is Xcelsior Capital Advisors Limited FCA authorised?
Xcelsior Capital Advisors Limited (FRN 1008998) 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 Xcelsior Capital Advisors?
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. Xcelsior Capital Advisors Limited (FRN 1008998) is an AR of Infinity Asset Management LLP (FRN 464315). When you use Xcelsior Capital Advisors's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Xcelsior Capital Advisors, 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 Xcelsior Capital Advisors’ phone number?
The FCA register lists the phone number 07741 638502 for Xcelsior Capital Advisors. If you were given different contact details, use these to check with the firm before going any further.
Is Xcelsior Capital Advisors a scam or clone?
Xcelsior Capital Advisors 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 Xcelsior Capital Advisors?
Protection works through Infinity Asset Management LLP, the principal firm responsible for Xcelsior Capital Advisors's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Xcelsior Capital Advisors?
Xcelsior Capital Advisors is owned by Xcelsior Capital Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 27 February 2023.
Who runs Xcelsior Capital Advisors?
Companies House lists 5 directors of Xcelsior Capital Advisors: Liam Farley, Nicholas James Peter Cartwright, John Gordon Buckingham Craig, Geoffrey Richard Linnell and James Anthony Harrold Macfarlane.
How long has Xcelsior Capital Advisors been in business?
The company was formed on 27 February 2023.
What do Xcelsior Capital Advisors’ latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of −£4,790 (no earlier figure to compare).

Sources and links

The full report on Xcelsior Capital Advisors Limited

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