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.
- Appointed for 1 year
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 31 March 2026
- Its whole board of directors changed in March 2026
Responsible principal firm
Acumen Financial Partnership Limited Reference number: 450163 View firm →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.
- Zenith Portfolio Management Ltd (FRN 1041625) is an AR of Acumen Financial Partnership Limited (FRN 450163). When you use Zenith Portfolio Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Zenith Portfolio Management, 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.
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No website on the FCA register
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Phone number
-
Address
Unit 4a, Swordfish Close, Burscough, Ormskirk, Lancashire, L40 8JW, United Kingdom
In the full report: 2 background checks
- What kind of line 0151 520 4353 is, and the other firm that gives it
- Who else gives the postcode L40 8JW
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Acumen Financial Partnership 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.
- Company number
- 16006612 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 October 2024 (2 years old)
- Registered office
- 5th Floor Park Gate, 161-163 Preston Road, Brighton, BN1 6AU, England
- Nature of business
-
- Other business support service activities not elsewhere classified (SIC 82990)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Peter Broomhall Askew | Director | May 1953 | 31 Mar 2026 | 5 other companies |
| David Keith Blackwell | Director | Feb 1977 | 31 Mar 2026 | 2 other companies |
| Mark David Rockliffe | Director | Nov 1968 | 31 Mar 2026 | 3 other companies |
| Russell David Smith | Director | Jun 1986 | 31 Mar 2026 | 24 other companies |
| Tracey Ann Colverd | Director | Dec 1958 | 1 Apr 2026 | 4 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
- 28
- closed down
- 11
- are FCA-registered
- 5
In the full report: all 28 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 5 on the FCA register, including one no longer authorised
- The 4 companies these 5 directors run together
- All 9 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£132k
No earlier figure to compare
Employees (average)
0
No earlier figure to compare
Owed within a year
£123k
No earlier figure to compare
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 16006612. 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
Zenith Portfolio Management’s history from the FCA register and Companies House, newest first.
2026
31 March 2026
- Board replaced: all 4 directors left and 5 new directors took over
- Angela Elizabeth Maher stopped being a part-owner
- Pier Newco Limited took control (75–100% of shares)
Companies House
2025
21 October 2025
- Became an appointed representative
FCA register
2024
9 October 2024
- Incorporated at Companies House
- Angela Elizabeth Maher became a part-owner (25–50% of shares)
Companies House
In the full report: all 19 events
- All 19 events in its history (6 shown here)
- Every director appointment and resignation: 13
Firms connected to Zenith Portfolio Management
Other FCA-listed firms that share a director, phone number or address with Zenith Portfolio Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 6
- share a director
- 5
- share its phone number
- 1
In the full report: all 6 connected firms, named
- How each is linked: shared directors (5), the same phone number (1), the same postcode (1)
- Who links each one: the named directors, with dates
Firms like Zenith Portfolio Management
Other firms of the same type (financial adviser), nearest first.
In Ormskirk
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 Zenith Portfolio Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 28 other companies its directors have run, named
- 2 background checks on its contact details
- All 19 events in its history
- 6 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