Is Y Tree Limited regulated by the FCA?

Yes. Y Tree Limited appears with FCA status Authorised.

What is Y Tree Limited's FRN?

Y Tree Limited's firm reference number is 967369.

Is Y Tree Limited a UK MiFID firm?

Yes. Y Tree Limited appears on the investment firms register of FCA-authorised firms that provide or perform MiFID investment services or activities.

Firm profile

UK (FCA)

Authorised

MiFID

Authorised since January 2023

Last updated 11 February 2026

Y Tree Limited

Investment and advice, Wealth manager

Location

130 Shaftesbury Avenue, London, W1D 5ET

Website

https://www.y-tree.com

Summary

Y Tree Limited is a London-based wealth manager. It was first authorised by the FCA in 2023. It has permissions related to credit, insurance, investments, and pensions.

Timeline

1 October 2025

Role appointment: Responsible for Insurance Distribution (Eliana Magdalene Sydes)

16 July 2025

Permission update: Arranging deals in investments

16 July 2025

Permission update: Advising (ex Pension Transfers/Opt Outs)

Firm permissions

Consumer Credit

Designated Investment Business

Insurance Distribution

Latest financial accounts

Financial data and risk indicators are available in the full platform.

Key people

SMF1 Chief Executive

Mr Stuart Anthony Cash