Ascot Lloyd Investment Management Limited

Reference number: 650245

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Ascot Lloyd

Company details

From the company's Companies House record.

Company number
08197347
Company status
Active
Company type
Private limited company
Incorporated
31 August 2012 (13 years old)
Registered office
45 Church Street, Birmingham, B3 2RT, United Kingdom
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Felice Rea Director Jan 1965 31 Jul 2020
Francis Joseph Jackson Director Nov 1964 8 Nov 2024
David Morcher Director Feb 1983 5 Sep 2025
St John Nicholas Rollo Gardner Director Nov 1966 14 Jan 2026
Christiaan Thomas Allen Director Dec 1977 27 Apr 2026

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Show FCA detail (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Avellemy Limited

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Common questions

Frequently asked questions

Is Ascot Lloyd Investment Management Limited FCA authorised?
Yes, Ascot Lloyd Investment Management Limited (FRN 650245) is authorised by the FCA to carry out regulated activities.
Is my money safe with Ascot Lloyd Investment Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Ascot Lloyd Investment Management to the Financial Ombudsman Service, free of charge.
Is Ascot Lloyd Investment Management a scam or clone?
Ascot Lloyd Investment Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Ascot Lloyd Investment Management's Firm Reference Number (FRN)?
Ascot Lloyd Investment Management's FRN is 650245. You can verify it on the FCA register.