Margetts Fund Management Limited

Name: Margetts Fund Management Limited
Address: Margetts Fund Management, Unit 1, Birmingham, B1 3JR, GB
Telephone: 0121 236 2380
Price range: $$
Rating: 2.8

aka MGTS, Margetts Fund Management Limited

Authorised FRN 208565 2.8 (4)

About

This site provides information about the Margetts Risk Rated Funds. Managed by the Margetts investment team, each fund is built in layers, allocating between asset classes and making investment selections according to the current environment and each fund's risk profile. I am a Financial Adviser Enter I am an Investor Enter This site provides information about our hosted funds and host ACD se...

Source: margetts.com

Contact & Location

Address

1, Sovereign Court, 8 Graham St, Birmingham B1 3JR, UK

More advisers in Birmingham

Phone

0121 236 2380

Website

margetts.com

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Opening Hours

Monday8:30 AM – 5:00 PM

Tuesday8:30 AM – 5:00 PM

Wednesday8:30 AM – 5:00 PM

Thursday8:30 AM – 5:00 PM

Friday8:30 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Investments Alternative Investments Pensions Retirement Wealth Management

Regulatory Information

FRN: 208565
Status: Authorised
Date Authorised: 1 May 2002
Years Authorised: 23 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (11)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Managing an authorised AIF
✓Managing a UK UCITS
✓Making arrangements with a view to transactions in investments
✓Establishing, operating or winding up a collective investment scheme
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Arranging (bringing about) deals in investments
✓Advising on P2P agreements
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
✓Managing investments

Companies House

Company Number: 04158249
Company Status: Active
Incorporation Date: 12 February 2001
Directors: 6
Accounts Category: Full
Last Accounts Filed: 30 September 2025
SIC Codes: 64302

Team (20)

Marcus Hand
Approved
Adekoya Ogunnowo
Approved
Matthew David Jealous
ApprovedCertified
Tobhias Jonathan Ricketts
ApprovedCertified
Lisa Nind
ApprovedCertified
James Harris
ApprovedCertified
John Kalinski
Certified
Dmitry Konev
Certified
Luke Thomas Nash
Certified
Stephanie Anna Rebecca Knight
Certified
Lisa Scott
Certified
Daniele Rupertha Joseph
Certified
Alexander Denny
Certified
Jenny Elizabeth O'Leary
Certified
James Daniel Oddy
Certified
James Alexander Farquharson
Certified
Stephen Paul Heap
No longer required
Jane Margaret Vessey
No longer required
Helen Lee Chung-Halpern
No longer required
Abel Gregorei Halpern
No longer required

Google Reviews

2.8

4 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Birmingham, West Midlands
23 years FCA-authorised
20 registered individuals
5 specialisms
11 FCA permissions
CH 04158249

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.