IFS AEGIS LTD.
IFS Aegis Ltd, formerly known as Authorised Financial Advisors Ltd, was a financial advisory firm based in Stonehouse, Gloucestershire. The firm was authorised by the Financial Conduct Authority (FCA) with the Firm Reference Number (FRN) 587982. However, it ceased to be authorised on 29 April 2016.
On 14 December 2023, the Financial Services Compensation Scheme (FSCS) declared IFS Aegis Ltd in default, indicating that the firm had failed and was unable to meet claims against it.
This firm is no longer trading, so you may be able to make a claim against it. The FSCS has confirmed that the claims against IFS Aegis Ltd are related to pension and investment advice, although they are not connected to the British Steel Pension Scheme.
Why can you claim for compensation or redress against IFS Aegis Ltd, formerly Authorised Financial Advisors Ltd.?
The Financial Services Compensation Scheme has declared IFS Aegis Ltd, formerly Authorised Financial Advisors Ltd as failed as of 14th December 2023.
Who was involved?
The following is a list of individuals who are currently or were previously involved in regulated activities at IFS Aegis Ltd, formerly Authorised Financial Advisors Ltd
Appointed representatives and agents
The table(s) below lists the Appointed Representatives and Payment services / Electronic money agents currently or previously connected with this firm. You can also see if they have/had Tied agent or EEA Tied agent status. In each case, the principal is / was responsible for the regulated activities carried out on its behalf by its appointed representatives / agents during the dates shown below as Effective from and Effective to (when the relationship ended). An agent or Appointed Representative may act of behalf of more than one principal firm.
| Company Name | Date Range |
|---|---|
| Beaufort Financial Planning (West Midlands) Limited | 15 Feb 2013 – 03 Apr 2013 |
| IFS Employee Benefits LLP | 30 Jun 2015 – 29 Apr 2016 |
| IFS Personal Financial Planning | 21 Feb 2013 – 01 Oct 2013 |
| IFS Wealth and Pensions Ltd | 07 Nov 2013 – 30 Oct 2015 |
| Independent Financial Services (North West) Ltd | 21 Feb 2013 – 20 Dec 2013 |
| Independent Financial Services (UK) Ltd | 15 Feb 2013 – 29 Apr 2016 |
| Taylor McGill Financial Services Ltd | 21 Feb 2013 – 29 Apr 2016 |
How can we help?
We have helped thousands of customers on a no-win no-fee basis get the compensation and justice they deserve when making claim against regulated companies like IFS Aegis Ltd, formerly Authorised Financial Advisors Ltd
How does it work?
The first step is a free no-obligation consultation, you can learn more about services on our making a claim page.
Once we have assessed your claim, if we believe you are due compensation then we will help you build the best possible complaint by launching a full investigation, gathering evidenced from all the relevant parties to package your claim and submit to the Financial Services Compensation Scheme. We will argue your case to ensure you receive the maximum amount of compensation available to you.
Seek Claim Advice Today
We offer an expert pension consulting service. One of our experts will be able to talk through your options and tell you what the best option for you is. If you do decide to use our services, then know that our fees are very reasonable. However, you need to act fast as there may be time-barring restrictions in place.
Call us now for a phone or video consultation with one of our legal experts on 0800 041 8358 to find out if you are entitled to compensation, you may even be entitled to additional compensation if you have successfully claimed in the past.
NB: Information for this page was gathered on 18/04/2024 from the following sources, FSCS Website, FCA Register, Companies House Register and is too our knowledge accurate as of that date.
Company background (public record)
The company was incorporated at Companies House on 23 July 2012 under company number 08153453. Its status at Companies House is recorded as dissolved.
Registered office: 404 The Waterfront, Sperry Way Stonehouse Park, Stonehouse, Gloucestershire, GL10 3UT.
Previously named: AUTHORISED FINANCIAL ADVISERS LIMITED.
Nature of business (SIC): 65110, 82990.
Company timeline (public record)
Key dated events for this firm, drawn from public records. Each entry shows its source.
| Date | Event | Source |
|---|---|---|
| 23 Jul 2012 | Company incorporated | Companies House |
| 23 Jul 2012 | Paul Vernon Baker appointed director | Companies House |
| 23 Jul 2012 | Peter Duffy appointed director | Companies House |
| 23 Jul 2012 | Barry Charles Wycherley appointed director | Companies House |
| 03 Sep 2012 | Barry Charles Wycherley appointed secretary | Companies House |
| 04 Sep 2012 | Company renamed (previously AUTHORISED FINANCIAL ADVISERS LIMITED) | Companies House |
| 15 Feb 2013 | Jason James Dowler approved by the FCA at the firm | FCA Register |
| 15 Feb 2013 | Gavin Mark Hunt approved by the FCA at the firm | FCA Register |
| 15 Feb 2013 | Robert Victor Patten approved by the FCA at the firm | FCA Register |
| 15 Feb 2013 | Margaret Lorraine Porritt approved by the FCA at the firm | FCA Register |
| 15 Feb 2013 | Stephen Andrew Burns approved by the FCA at the firm | FCA Register |
| 15 Feb 2013 | Kevin John Smith approved by the FCA at the firm | FCA Register |
| 15 Feb 2013 | Peter Duffy approved by the FCA at the firm | FCA Register |
| 01 Oct 2013 | IFS Personal Financial Planning ceased as appointed representative | FCA Register |
| 25 Oct 2013 | Ricky Chan approved by the FCA at the firm | FCA Register |
| 28 Oct 2013 | Alan Chan approved by the FCA at the firm | FCA Register |
| 07 Nov 2013 | IFS Wealth and Pensions Ltd appointed as appointed representative | FCA Register |
| 18 Dec 2013 | Darren Carl McMahon approved by the FCA at the firm | FCA Register |
| 20 Dec 2013 | Independent Financial Services (North West) Ltd ceased as appointed representative | FCA Register |
| 23 Apr 2014 | Stephen Francis Stowe approved by the FCA at the firm | FCA Register |
| 30 Jun 2015 | IFS Employee Benefits LLP appointed as appointed representative | FCA Register |
| 30 Oct 2015 | IFS Wealth and Pensions Ltd ceased as appointed representative | FCA Register |
| 29 Apr 2016 | FCA status recorded as: No longer authorised | FCA Register |
| 29 Apr 2016 | IFS Employee Benefits LLP ceased as appointed representative | FCA Register |
| 29 Apr 2016 | Independent Financial Services (UK) Ltd ceased as appointed representative | FCA Register |
| 29 Apr 2016 | Taylor McGill Financial Services Ltd ceased as appointed representative | FCA Register |
| 10 Jul 2018 | Company dissolved | Companies House |
| 14 Dec 2023 | Declared in default by the FSCS | FSCS |
Focused on the firm’s early history and the events leading up to and following its failure. 15 routine entries from its active years are omitted.
Who was involved?
The following individuals are listed on public records in connection with the firm. These are matters of public record only and their inclusion does not imply any wrongdoing by any named person.
- Jason James Dowler. Listed on the FCA Register as having held CF30 Customer (15/02/2013 to 30/04/2014) at the firm.
- Gavin Mark Hunt. Listed on the FCA Register as having held CF30 Customer (15/02/2013 to 15/02/2013) at the firm.
- Darren Carl McMahon. Listed on the FCA Register as having held CF30 Customer (18/12/2013 to 01/02/2016) at the firm.
- Robert Victor Patten. Listed on the FCA Register as having held CF30 Customer (15/02/2013 to 20/12/2013) at the firm.
- Margaret Lorraine Porritt. Listed on the FCA Register as having held CF30 Customer (15/02/2013 to 31/07/2014) at the firm.
- Stephen Andrew Burns. Listed on the FCA Register as having held CF30 Customer (15/02/2013 to 01/02/2016) at the firm.
- Kevin John Smith. Listed on the FCA Register as having held CF30 Customer (15/02/2013 to 01/02/2016) at the firm.
- Ricky Chan. Listed on the FCA Register as having held CF30 Customer (25/10/2013 to 29/10/2015), CF1 Director (AR) (10/07/2014 to 29/10/2015) at the firm.
- Peter Duffy. Listed on the FCA Register as having held Responsible for Insurance Mediation (15/02/2013 to 29/04/2016), CF30 Customer (15/02/2013 to 29/04/2016), CF10 Compliance Oversight (15/02/2013 to 29/04/2016), CF1 Director (AR) (21/02/2013 to 29/04/2016) at the firm.
- Dean Colin Hall. Listed on the FCA Register as having held CF30 Customer (15/02/2013 to 01/02/2016) at the firm.
Appointed Representatives and Agents
While it was authorised, the firm acted as principal for the following appointed representatives. An appointed representative carries on regulated business under the responsibility of its principal, so their conduct can be relevant to a claim.
| Appointed representative | Reference | Effective from | Ended |
|---|---|---|---|
| Beaufort Financial Planning (West Midlands) Limited | FRN 211882 | 15/02/2013 | 03/04/2013 |
| IFS Employee Benefits LLP | FRN 708565 | 30/06/2015 | 29/04/2016 |
| IFS Personal Financial Planning | FRN 212048 | 21/02/2013 | 01/10/2013 |
| IFS Wealth and Pensions Ltd | FRN 609955 | 07/11/2013 | 30/10/2015 |
| Independent Financial Services (North West) Ltd | FRN 458090 | 21/02/2013 | 20/12/2013 |
| Independent Financial Services (UK) Ltd | FRN 206445 | 15/02/2013 | 29/04/2016 |
| Taylor McGill Financial Services Ltd | FRN 206446 | 21/02/2013 | 29/04/2016 |
Review page sources: FCA Register (FRN 587982) · Companies House (08153453) · FSCS. Public records, provided for transparency.
