Chelverton Asset Management Limited

Reference number: 185917

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

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.

Company details

From the company's Companies House record.

Company number
03429348
Company status
Active
Company type
Private limited company
Incorporated
4 September 1997 (28 years old)
Registered office
11 Laura Place, Bath, BA2 4BL, England
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
David Alistair Horner Director Oct 1959 4 Sep 1997
David Robert Taylor Director Jun 1960 1 Feb 2014
Vivien Elizabeth Langford Director Jul 1961 1 Feb 2014
Timothy Saunders Director Jun 1963 22 Dec 2021
Alastair Frame Rae Director Nov 1970 1 Feb 2023
Vivien Elizabeth Langford Secretary Not published 1 Dec 2011

Check on the FCA register → Report a scam →

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (2)
  • 07475 307565
  • 07728 712819
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds 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.

    Check your FSCS cover →

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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 an unauthorised AIF
  • Managing investments

Limits on what they may do

  • May control money if settlement through a mandate.
    The general requirement not to hold or control CLIENT MONEY does not restrict the firm from controlling CLIENT MONEY if it arises from an agreement under which the firm effects settlement through a mandate or otherwise.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • Small Authorised UK AIFM (Sub-Threshold)
    The total value of assets under management by the firm must not exceed the relevant threshold as set out in Article 3(2) of AIFMD (as determined under Chapter II, section I of the AIFMD level 2 regulation). In the event that the relevant threshold is breached, the firm must submit an application for authorisation as a Full-scope UK AIFM to the FCA

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.

The clone warnings above are scammers using this firm's name, not something the firm has done.

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.

  • David Alistair Horner

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Common questions

Frequently asked questions

Is Chelverton Asset Management Limited FCA authorised?
Yes, Chelverton Asset Management Limited (FRN 185917) is authorised by the FCA to carry out regulated activities.
Is my money safe with Chelverton Asset Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Chelverton Asset Management to the Financial Ombudsman Service, free of charge.
Is Chelverton Asset Management a scam or clone?
Chelverton Asset 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 Chelverton Asset Management's Firm Reference Number (FRN)?
Chelverton Asset Management's FRN is 185917. You can verify it on the FCA register.