Belgrave Asset Management Ltd

Reference number: 410497

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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 belgraveifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01225 484141 is
  • Who else gives the postcode BA1 1HX
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FCA permissions and consumer protection

  • 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.
  • 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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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
03936094
Company status
Active
Company type
Private limited company
Incorporated
29 February 2000 (26 years old)
Registered office
21b Charles Street, Bath, BA1 1HX, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael John Andrew Smith Director Jun 1963 18 Aug 2000 6 other companies
Gemma Louise Watson Director Oct 1976 1 Aug 2008 1 other company
Michael John Andrew Smith Secretary Not published 19 May 2012 –

Other companies run by these 2 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
6
closed down
2
run together
1

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£1.07m

+11% from £962k

Cash at bank

£48.1k

−94% from £777k

Employees (average)

8

−20% from 10

Owed within a year

£98.3k

−14% from £114k

Net assets

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 03936094. 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

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

Key events (7) All events (20)

2025

31 March 2025

  • Belgrave Bath Holdings Ltd took control (75–100% of shares)
  • Michael John Andrew Smith gave up control

Companies House

2016

6 April 2016

  • Michael John Andrew Smith took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

1 April 2005

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

FCA register

2000

29 February 2000

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (7 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Belgrave Asset Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Belgrave Asset Management

Other firms of the same type (financial adviser), nearest first.

In Bath

Advance Investments LimitedBathAuthorisedBailey Cook Financial Planning LtdBathAuthorisedCity Financial Planning LimitedBathAuthorisedInformed Choice (South West) LimitedBathAuthorisedMike Coram AssociatesBathAuthorisedMorgans LtdBathSee the register

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 Belgrave Asset Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 20 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Belgrave Asset Management Ltd FCA authorised?
Yes, Belgrave Asset Management Ltd (FRN 410497) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Belgrave Asset Management’s phone number and website?
The FCA register lists the phone number 01225 484141 and the website belgraveifa.co.uk for Belgrave Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is Belgrave Asset Management a scam or clone?
Belgrave 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 Belgrave Asset Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Belgrave Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Belgrave Asset Management?
Belgrave Asset Management is owned by Belgrave Bath Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 March 2025. Before that, it was controlled by Mr Michael John Andrew Smith.
Who runs Belgrave Asset Management?
Companies House lists 2 directors of Belgrave Asset Management: Michael John Andrew Smith and Gemma Louise Watson.
How long has Belgrave Asset Management been in business?
The company was formed on 29 February 2000, and has held its current FCA authorisation since April 2005.
What do Belgrave Asset Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £1.07m (+11% from £962k) and cash at bank of £48.1k (−94% from £777k).

Sources and links

The full report on Belgrave Asset Management Ltd

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