Yellowstone Advisory Limited

Reference number: 807276

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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 yellowstoneadvisory.com first appeared online, and whether it can receive email
  • What kind of line 07710 164120 is
  • Who else gives the postcode AL5 5PW
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Other names (1)

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

  • Heartwood Partners Limited Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments 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 (3 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Corporate finance business only.
    The firm must not conduct designated investment business other than corporate finance business.

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
10515202
Company status
Active
Company type
Private limited company
Incorporated
7 December 2016 (9 years old)
Registered office
167-169 Great Portland Street, 5th Floor, London, W1W 5PF, England
Nature of business
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
Alexander Harry Schlich Director Mar 1968 7 Dec 2016 3 other companies
Alexander Schlich Secretary Not published 7 Dec 2016 –

Other companies run by its director

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
3
closed down
1
still active
2

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£189k

−15% from £221k

Employees (average)

3

Same as 3

Owed within a year

£14.2k

−16% from £16.9k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 10515202. 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

Yellowstone Advisory’s history from the FCA register and Companies House, newest first.

Key events (8) All events (13)

2018

23 November 2018

  • Changed its registered name from "Heartwood Partners Limited"

FCA register

14 September 2018

  • Simon Aretas Carmichael Young stopped being a part-owner

Companies House

1 August 2018

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Corporate finance business only.)
  • Became authorised by the FCA

FCA register

2017

22 March 2017

  • Simon Aretas Carmichael Young became a part-owner (25–50% of shares)

Companies House

2016

7 December 2016

  • Incorporated at Companies House
  • Alexander Harry Schlich took control (75–100% of shares)

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 3
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Firms like Yellowstone Advisory

Other firms of the same type (financial adviser), nearest first.

In Harpenden

Bluegrove Wealth LimitedHarpendenAuthorisedBPH Wealth Management LLPHarpendenAuthorisedEllerd Investments LimitedHarpendenAuthorisedHomer & Co. LLPHarpendenAuthorisedLyndhurst Financial Management LimitedHarpendenAuthorisedPP Wealth LimitedHarpendenAuthorised

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 Yellowstone Advisory

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is Yellowstone Advisory Limited FCA authorised?
Yes, Yellowstone Advisory Limited (FRN 807276) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2018 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Yellowstone Advisory’s phone number and website?
The FCA register lists the phone number 07710 164120 and the website yellowstoneadvisory.com for Yellowstone Advisory. If you were given different contact details, use these to check with the firm before going any further.
Is Yellowstone Advisory a scam or clone?
Yellowstone Advisory 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 Yellowstone Advisory?
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 Yellowstone Advisory to the Financial Ombudsman Service, free of charge.
Who owns Yellowstone Advisory?
Companies House lists one person with significant control of Yellowstone Advisory: Mr Alexander Harry Schlich (75–100% of shares). Before that, it was controlled by Mr Simon Aretas Carmichael Young.
Who runs Yellowstone Advisory?
Companies House lists one director of Yellowstone Advisory: Alexander Harry Schlich.
How long has Yellowstone Advisory been in business?
The company was formed on 7 December 2016, and has held its current FCA authorisation since August 2018.
What do Yellowstone Advisory’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £189k (−15% from £221k).
Does Yellowstone Advisory use any other names?
It has previously used the name Heartwood Partners Limited.

Sources and links

The full report on Yellowstone Advisory Limited

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