Courtiers Asset Management Limited

Reference number: 616322

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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 courtiers.co.uk first appeared online, and whether it can receive email
  • What kind of line 01491 578368 is, and the 2 other firms that give it
  • Who else gives the postcode RG9 2AU
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FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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 (2 permissions)
  • Managing an authorised AIF
  • Managing a UK UCITS

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
08843086
Company status
Active
Company type
Private limited company
Incorporated
13 January 2014 (12 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities of open-ended investment companies (SIC 64304)

Directors and company secretaries

Name Role Born Appointed Other companies
Gary Derek Reynolds Director May 1957 13 Jan 2014 19 other companies
James Stewart Shepperd Director Feb 1966 13 Jan 2014 14 other companies
Gabriella Evans Director May 1992 26 Jul 2019 2 other companies
Jacob Edward Reynolds Director May 1987 26 Jul 2019 2 other companies
Kevin Lee Director Oct 1953 1 Oct 2019 5 other companies
Michael Joseph O'Sullivan (Dr) Director Jan 1971 4 Jan 2024 None

Other companies run by these 6 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
24
closed down
7
are FCA-registered
7

In the full report: all 24 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 7 on the FCA register
  • The 14 companies these 6 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 2025Full accountsAudited

Profit before tax

£7.25m

+82% from £3.99m

Net assets

£5.74m

+119% from £2.62m

Cash at bank

£6.34m

+89% from £3.36m

Employees (average)

9

+80% from 5

The accounts for the year to 31 March 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £10.6m, for the year to 31 March 2021.

Turnover and profit

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 08843086. 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

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

Key events (6) All events (15)

2017

14 March 2017

  • Courtiers Group Holdings Limited took control (75–100% of shares)
  • Courtiers Investment Services gave up control

Companies House

2016

6 April 2016

  • Courtiers Investment Services took control (75–100% of shares)

Companies House

2014

22 July 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

13 January 2014

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (6 shown here)
  • Every director appointment and resignation: 8
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Firms connected to Courtiers Asset Management

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

connected firms
5
share a director
5
share its phone number
2

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (5), the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Courtiers Asset Management

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

In Henley-on-Thames

Boundary Capital Partners LLPHenley-On-ThamesAuthorisedCourtiers Investment Services LimitedHenley-on-ThamesAuthorisedInvesco Asset Management LimitedHenley-on-ThamesAuthorisedInvesco Fund Managers LimitedHenley-on-ThamesAuthorisedOxford Technology Management LimitedHenley-On-ThamesAuthorised

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 Courtiers Asset Management

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

  • 24 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 15 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Courtiers Asset Management Limited FCA authorised?
Yes, Courtiers Asset Management Limited (FRN 616322) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2014 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Courtiers Asset Management’s phone number and website?
The FCA register lists the phone number 01491 578368 and the website courtiers.co.uk for Courtiers Asset Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Courtiers Asset Management a scam or clone?
Courtiers 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 Courtiers 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 Courtiers Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Courtiers Asset Management?
Courtiers Asset Management is owned by Courtiers Group Holdings Limited, which holds 75–100% of shares and held through a firm, since 14 March 2017. Before that, it was controlled by Courtiers Investment Services.
Who runs Courtiers Asset Management?
Companies House lists 6 directors of Courtiers Asset Management: Gary Derek Reynolds, James Stewart Shepperd, Gabriella Evans, Jacob Edward Reynolds, Kevin Lee and Michael Joseph O'Sullivan (Dr).
How long has Courtiers Asset Management been in business?
The company was formed on 13 January 2014, and has held its current FCA authorisation since July 2014.
What do Courtiers Asset Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show profit before tax of £7.25m (+82% from £3.99m) and net assets of £5.74m (+119% from £2.62m).

Sources and links

The full report on Courtiers Asset Management Limited

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