Asset Value Investors Limited

Reference number: 119270

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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.

In the full report: 3 background checks

  • When assetvalueinvestors.com first appeared online, and whether it can receive email
  • What kind of line 020 7659 4800 is
  • Who else gives the postcode W1G 0PU
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Clan Asset Management Ltd Former name
  • Ivory & Sime Asset Management Limited Former name

FCA permissions and consumer protection

  • 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.
  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • 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

  • Not to promote ITS via tied sales force
    The firm must not promote Investment Trust Savings Schemes to Retail clients through a tied sales force.
  • 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.
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.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

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
01881101
Company status
Active
Company type
Private limited company
Incorporated
28 January 1985 (41 years old)
Registered office
2 Cavendish Square, London, W1G 0PU, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Kimmberly Wai Lau Director Sep 1967 17 Jun 2004 7 other companies
Joseph Bauernfreund Director Feb 1972 17 Jun 2004 2 other companies
Duncan William Allan Budge Director Oct 1955 4 Mar 2015 23 other companies
Thomas James Treanor Director Jan 1980 1 Sep 2017 None
Matthew Charles William Lamb Director Jul 1978 2 Oct 2026 12 other companies

Other companies run by these 5 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
42
closed down
12
went insolvent
2

In the full report: all 42 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • The 2 that went into liquidation or administration
  • The 3 on the FCA register
  • The 2 companies these 5 directors run together
  • All 29 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsAudited

Turnover

£11.9m

No earlier figure to compare

Profit before tax

£3.82m

No earlier figure to compare

Net assets

£4.45m

No earlier figure to compare

Cash at bank

£1.02m

No earlier figure to compare

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 01881101. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Asset Value Investors’s history from the FCA register and Companies House, newest first.

Key events (21) All events (75)

2022

9 December 2022

  • Goodhart Partners LLP stopped being a part-owner

Companies House

4 February 2022

  • Nairn Capital Limited stopped being a part-owner

Companies House

2019

23 January 2019

  • Goodhart Partners LLP became a part-owner (25–50% of shares)

Companies House

11 January 2019

  • Nairn Capital Limited became a part-owner (25–50% of shares)

Companies House

2018

25 April 2018

  • Goodhart Partners LLP stopped being a part-owner

Companies House

2017

25 April 2017

  • John Ernest Pennink stopped being a part-owner

Companies House

2016

16 August 2016

  • Goodhart Partners LLP became a part-owner (25–50% of shares)

Companies House

6 April 2016

  • Goodhart Partners LLP became a part-owner (25–50% of shares)
  • Goodhart Partners LLP stopped being a part-owner
  • John Ernest Pennink became a part-owner (25–50% of shares)
  • Joseph Bauernfreund became a part-owner (25–50% of shares)

Companies House

2014

11 November 2014

  • FCA imposed a requirement (CPMI Requirement)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

14 December 2010

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2007

1 November 2007

  • FCA imposed a requirement (Not to promote ITS via tied sales force)

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

18 September 2001

  • Changed its registered name from "Ivory & Sime Asset Management Limited"

FCA register

1995

16 August 1995

  • Changed its registered name from "Clan Asset Management Ltd"

FCA register

1985

28 January 1985

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 75 events

  • All 75 events in its history (21 shown here)
  • Every director appointment and resignation: 51
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Firms connected to Asset Value Investors

Other FCA-listed firms that share a director, phone number or address with Asset Value Investors. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share a director
2
share its postcode
2

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (2), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Asset Value Investors

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedJ.P. Morgan Markets LimitedLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorised

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 Asset Value Investors

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 42 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 75 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Asset Value Investors Limited FCA authorised?
Yes, Asset Value Investors Limited (FRN 119270) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed 2 limits on what it may do.
What is Asset Value Investors’ phone number and website?
The FCA register lists the phone number 020 7659 4800 and the website assetvalueinvestors.com for Asset Value Investors. If you were given different contact details, use these to check with the firm before going any further.
Is Asset Value Investors a scam or clone?
Asset Value Investors is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Asset Value Investors?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Asset Value Investors to the Financial Ombudsman Service, free of charge.
Who owns Asset Value Investors?
Companies House lists one person with significant control of Asset Value Investors: Mr Joseph Bauernfreund (25–50% of shares). Before that, it was controlled by Goodhart Partners LLP, Nairn Capital Limited and Mr John Ernest Pennink.
Who runs Asset Value Investors?
Companies House lists 5 directors of Asset Value Investors: Kimmberly Wai Lau, Joseph Bauernfreund, Duncan William Allan Budge, Thomas James Treanor and Matthew Charles William Lamb.
How long has Asset Value Investors been in business?
The company was formed on 28 January 1985, and has held its current FCA authorisation since December 2001.
What do Asset Value Investors’ latest accounts show?
Its latest accounts, to 30 September 2025, show turnover of £11.9m (no earlier figure to compare) and profit before tax of £3.82m (no earlier figure to compare).
Does Asset Value Investors use any other names?
It has previously used 2 other names: Clan Asset Management Ltd and Ivory & Sime Asset Management Limited.

Sources and links

The full report on Asset Value Investors Limited

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