Bateson Asset Management Limited

Reference number: 747038

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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, 1 thing worth a closer look

  • When batesonam.com first appeared online, and whether it can receive email
  • What kind of line 01865 582801 is
  • Whether EC1V 2NX is a shared office: 214 other firms give it
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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 authorised AIF
  • 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.
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

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
10009950
Company status
Active
Company type
Private limited company
Incorporated
17 February 2016 (10 years old)
Registered office
128 City Road, London, EC1V 2NX, United Kingdom
Nature of business
  • Activities of open-ended investment companies (SIC 64304)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Bateson (Dr) Director Apr 1968 17 Feb 2016 None
Richard Bateson (Dr) Secretary Not published 17 Feb 2016 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 28 February 2026Micro-entity accountsNot audited

Net assets

£60.5k

+1.4% from £59.7k

Employees (average)

1

Same as 1

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 10009950. 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

Bateson Asset Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2016

16 November 2016

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • FCA imposed a requirement (Small Authorised UK AIFM (Sub-Threshold))
  • Became authorised by the FCA

FCA register

6 April 2016

  • Richard Douglas Bateson took control (75–100% of shares)

Companies House

17 February 2016

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Bateson Asset Management

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 Bateson Asset Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Bateson Asset Management Limited FCA authorised?
Yes, Bateson Asset Management Limited (FRN 747038) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2016 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Bateson Asset Management’s phone number and website?
The FCA register lists the phone number 01865 582801 and the website batesonam.com for Bateson Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is Bateson Asset Management a scam or clone?
Bateson Asset Management 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 Bateson Asset Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Bateson Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Bateson Asset Management?
Companies House lists one person with significant control of Bateson Asset Management: Dr Richard Douglas Bateson (75–100% of shares).
Who runs Bateson Asset Management?
Companies House lists one director of Bateson Asset Management: Richard Bateson (Dr).
How long has Bateson Asset Management been in business?
The company was formed on 17 February 2016, and has held its current FCA authorisation since November 2016.
What do Bateson Asset Management’s latest accounts show?
Its latest accounts, to 28 February 2026, show net assets of £60.5k (+1.4% from £59.7k).

Sources and links

The full report on Bateson Asset Management Limited

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