Tatton Investment Management Limited

Reference number: 733471

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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 25 other names, search them
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Company details

From the company's Companies House record.

Company number
08219008
Company status
Active
Company type
Private limited company
Incorporated
18 September 2012 (13 years old)
Registered office
Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Lothar Mentel Director Mar 1968 23 Nov 2012
Paul Edwards Director Jan 1967 1 May 2018
Grant Dempster Director Dec 1974 1 Feb 2020
Justine Randall Director Sep 1978 23 Jun 2020
Christopher Poil Director Dec 1964 14 Feb 2024

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.
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  • 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.

Names it no longer trades under

This firm has retired 7 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Accord Portfolio Management
  • Be Wealth Investment Solutions
  • DC Portfolio Management
  • Imperium Investment Management
  • Invest Southwest Portfolios
  • Perspective (Accord)
  • Tatton Onshore Tax Strategies

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Common questions

Frequently asked questions

Is Tatton Investment Management Limited FCA authorised?
Yes, Tatton Investment Management Limited (FRN 733471) is authorised by the FCA to carry out regulated activities.
Is my money safe with Tatton Investment Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Tatton Investment Management to the Financial Ombudsman Service, free of charge.
Is Tatton Investment Management a scam or clone?
Tatton 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 Tatton Investment Management's Firm Reference Number (FRN)?
Tatton Investment Management's FRN is 733471. You can verify it on the FCA register.