Morningstar Wealth Administration Limited

Name: Morningstar Wealth Administration Limited
Address: 1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ, GB
Telephone: 020 3107 0000
Price range: $$
Rating: 4.8

aka Morningstar Wealth Administration Limited

Authorised FRN 463566 4.8 (13)

About

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Source: morningstar.com/en-uk/company

Contact & Location

Address

4th Floor, 55-71 Oliver's Yard, City Rd, London EC1Y 1HQ, UK

More advisers in Islington

Phone

020 3107 0000

Website

morningstar.com/en-uk/company

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Opening Hours

Monday8:30 AM – 6:00 PM

Tuesday8:30 AM – 6:00 PM

Wednesday8:30 AM – 6:00 PM

Thursday8:30 AM – 6:00 PM

Friday8:30 AM – 6:00 PM

SaturdayClosed

SundayClosed

Specialisms

Wealth Management Investments

Regulatory Information

FRN: 463566
Status: Authorised
Date Authorised: 17 August 2007
Years Authorised: 18 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (9)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Safeguarding and administration of assets (without arranging)
✓Managing investments
✓Managing a UK UCITS
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as principal
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Arranging (bringing about) deals in investments

Companies House

Company Number: 06016828
Company Status: Active
Incorporation Date: 4 December 2006
Directors: 3
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64304, 66190, 66300

Team (18)

Mark Francis Sanderson
Approved
Matthew Stevens
Approved
Ben James Lester
ApprovedCertified
Daniel Kerr
Certified
Simon James Glover
Certified
Richard Dylan Halsall
No longer required
Iain Stuart Herbertson
No longer required
Michael Bernard Ohanessian
No longer required
Susan Smith
Approved
Derek Ryan Smith
ApprovedCertified
John Eric Martin
ApprovedCertified
Saftar Mohammed Sarwar
ApprovedCertified
Ben Twum
No longer required
Alex Liptrot
No longer required
Dylan Navra
No longer required
Roopam Janda
No longer required
Tracey Anne Potter
No longer required
Nicholas Mark Stanhope
Certified

Google Reviews

4.8

13 reviews on Google

Read reviews on Google

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

London, London
18 years FCA-authorised
20 registered individuals
2 specialisms
9 FCA permissions
CH 06016828

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.