Carlton Asset Management Limited

Reference number: 133693

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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 carlton.org.uk first appeared online, and whether it can receive email
  • What kind of line 01883 744474 is
  • Who else gives the postcode SW1H 9NQ
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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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (5 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
  • Credit Broking
  • 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
02074430
Company status
Active
Company type
Private limited company
Incorporated
17 November 1986 (39 years old)
Registered office
Broadway House, Tothill Street, London, SW1H 9NQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Graeme David Olsen Director Nov 1967 1 Feb 2012 14 other companies
Sara Jane Olsen Director Jul 1967 1 Jul 2022 5 other companies
Jemma Kate Spencer Director May 1989 18 Jul 2025 None

Other companies run by these 3 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
14
closed down
5
are FCA-registered
2

In the full report: all 14 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 5 companies these 3 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 2026Small company accountsNot audited

Net assets

£111k

−16% from £131k

Cash at bank

£54.3k

−33% from £80.5k

Employees (average)

3

Same as 3

Owed within a year

£406k

−2.4% from £416k

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 02074430. 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

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

Key events (11) All events (26)

2025

6 January 2025

  • Grove Advisors Limited became a part-owner (25–50% of shares)

Companies House

2024

22 May 2024

  • Epsom Webworks Limited became a part-owner (25–50% of shares)
  • Jason Richard Coppard stopped being a part-owner

Companies House

2023

25 September 2023

  • Sara Jane Olsen gained significant control

Companies House

2016

30 June 2016

  • Graeme David Olsen gained significant control
  • Jason Richard Coppard became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1994

10 October 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1986

17 November 1986

  • Incorporated at Companies House

Companies House

In the full report: all 26 events

  • All 26 events in its history (11 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Carlton Asset Management

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

connected firms
2
share a director
1
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), 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 Carlton Asset Management

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions 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 Carlton Asset Management

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

  • 14 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 26 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Carlton Asset Management Limited FCA authorised?
Yes, Carlton Asset Management Limited (FRN 133693) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Carlton Asset Management’s phone number and website?
The FCA register lists the phone number 01883 744474 and the website carlton.org.uk for Carlton Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is Carlton Asset Management a scam or clone?
Carlton 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 Carlton 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 Carlton Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Carlton Asset Management?
Companies House lists 4 people with significant control of Carlton Asset Management: Grove Advisors Limited (25–50% of shares), Epsom Webworks Limited (25–50% of shares), Mrs Sara Jane Olsen (significant influence or control) and Mr Graeme David Olsen (significant influence or control). Before that, it was controlled by Mr Jason Richard Coppard.
Who runs Carlton Asset Management?
Companies House lists 3 directors of Carlton Asset Management: Graeme David Olsen, Sara Jane Olsen and Jemma Kate Spencer.
How long has Carlton Asset Management been in business?
The company was formed on 17 November 1986, and has held its current FCA authorisation since December 2001.
What do Carlton Asset Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £111k (−16% from £131k) and cash at bank of £54.3k (−33% from £80.5k).

Sources and links

The full report on Carlton Asset Management Limited

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