Ascot Lloyd Investment Management Limited
Reference number: 650245
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
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.
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Phone number
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Address
Ascot Lloyd, 45 Church Street, Birmingham, Birmingham, B3 2RT, United Kingdom
In the full report: 3 background checks
- When ascotlloyd.co.uk first appeared online, and whether it can receive email
- What kind of line 0345 475 7500 is, and the 2 other firms that give it
- Who else gives the postcode B3 2RT
Other names (2)
If you were contacted under any of these names, it is this firm.
- Ascot Lloyd Trading name: A name it trades under now.
- Avellemy Limited Former name: A name it was registered under before.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 08197347 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 31 August 2012 (14 years old)
- Registered office
- 45 Church Street, Birmingham, B3 2RT, United Kingdom
- Nature of business
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- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Francis Joseph Jackson | Director | Nov 1964 | 8 Nov 2024 | 25 other companies |
| David Morcher | Director | Feb 1983 | 5 Sep 2025 | None |
| St John Nicholas Rollo Gardner | Director | Nov 1966 | 14 Jan 2026 | None |
| Christiaan Thomas Allen | Director | Dec 1977 | 27 Apr 2026 | 6 other companies |
Other companies run by these 4 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 26
- closed down
- 7
- are FCA-registered
- 4
In the full report: all 26 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 4 on the FCA register
- The 5 companies these 4 directors run together
- All 14 people who have ever been directors, with their dates
Key dates in its history
Ascot Lloyd Investment Management’s history from the FCA register and Companies House, newest first.
2025
1 July 2025
- Changed its registered name from "Avellemy Limited"
FCA register
2024
28 June 2024
- Al Investment Management Holdings Limited took control (75–100% of shares)
Companies House
2020
6 May 2020
- Cpl Bidco Ltd gave up control
Companies House
2017
1 July 2017
- Cpl Bidco Ltd took control (75–100% of shares)
- Oaktree Capital Group LLC gave up control
Companies House
2016
6 April 2016
- Oaktree Capital Group LLC took control (75–100% of shares)
Companies House
2015
30 June 2015
- Board replaced: its only director left and 2 new directors took over
Companies House
9 February 2015
- Regulated by the FCA from this date
- FCA imposed a requirement (May control but not hold client money)
- Became authorised by the FCA
FCA register
2012
31 August 2012
- Incorporated at Companies House
Companies House
In the full report: all 40 events
- All 40 events in its history (11 shown here)
- Every director appointment and resignation: 24
Firms connected to Ascot Lloyd Investment Management
Other FCA-listed firms that share a director, phone number or address with Ascot Lloyd Investment Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 6
- share a director
- 3
- share its phone number
- 2
In the full report: all 6 connected firms, named
- How each is linked: shared directors (3), the same phone number (2), the same postcode (5)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Ascot Lloyd Investment Management
Other firms of the same type (investment or fund manager), nearest first.
In Birmingham
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Ascot Lloyd Investment Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 26 other companies its directors have run, named
- 3 background checks on its contact details
- All 40 events in its history
- 6 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk