Valu-Trac Investment Management Limited

aka Valu-Trac Administration Services, Valu-Trac Investment Management Limited

About

Home Fund Centre Investor Centre Simplifying Complexity. Securing Your Success Regulated Fund Solutions Valu-Trac is an independent Management Company offering complete governance, administration and Investment Solutions that enable compliant, scalable and investor-centred fund solutions. Partnering with Wealth and Investment Managers to provide an integrated service we empower them to focus ...

Source: valu-trac.com

Contact & Location

Address

Mains of, Orton, Fochabers IV32 7QE, UK

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Phone: 01343 880217

Website: valu-trac.com

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Wealth Management Investments Pensions Retirement

Regulated Services

Investment Management

Investment Advice

Pension Advice

Regulatory Information

FRN: 145168
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (11)

Show all permissions

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

Companies House

Company Number: 02428648
Company Status: Active
Incorporation Date: 3 October 1989
Directors: 7
Accounts Category: Full
Last Accounts Filed: 28 May 2025
SIC Codes: 64999

Team (20)

Adrian Geoffrey Bond
Approved
Jonathan Watson Sim
Approved
Anne Aveline Laing
Approved
Andrew Lewis
ApprovedCertified
Jeremy Macduff Brettell
ApprovedCertified
John Brett
ApprovedCertified
James Clark Hitchmough
Certified
Alasdair Hugh Ramsay Dennis
Certified
Aiden Vincent Michael O'Carroll
Certified
Wendy Paula Lipkovics
Certified
Alan Alistair Hogg
Certified
Jamie Helme
Certified
Jonathan Mark Child
Certified
Joanne Taylor
Certified
Kathryn Spencer
Certified
Gail Tracey Bailey
Certified
Cameron Charles Smith
Certified
Carolyn Louise Bell
Certified
Martin John Henderson
Certified
Orrin Luke Flugel
Certified

Quick Facts

Fochabers, Scotland
24 years FCA-authorised
20 registered individuals
4 specialisms
11 FCA permissions
CH 02428648

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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.