Evenlode Investment Management Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 9 years
Your funds are protected by FSCS
No FCA actions
Active company since 2016

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.

Website

evenlodeinvestment.com (opens in a new tab)
Phone number

01608 695200
Address

Home Farm Barns, Evenlode Road, Evenlode, Moreton-in-Marsh, Gloucestershire, GL56 0NY, United Kingdom

In the full report: 3 background checks

When evenlodeinvestment.com first appeared online, and whether it can receive email
What kind of line 01608 695200 is
Who else gives the postcode GL56 0NY

Other names (2)

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

Evenlode Trading name: A name it trades under now.
Lutra Investments Limited Former name: A name it was registered under before.

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 (5 permissions)

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

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: 10378518 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 16 September 2016 (10 years old)
Registered office: Home Farm Barns, Evenlode Road, Evenlode, GL56 0NY, England
Nature of business: Activities of open-ended investment companies (SIC 64304)
Fund management activities (SIC 66300)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Ben Peters (Dr)	Director	Mar 1980	17 Oct 2016	1 other company
Hugh William Yarrow	Director	Mar 1979	27 Feb 2017	9 other companies
Nicole Harrington	Director	Dec 1962	10 Oct 2017	4 other companies
Charles John Roberson Park	Director	Feb 1966	1 Jun 2020	4 other companies
Robert William Harris	Director	May 1971	1 May 2023	3 other companies
Christopher Andrew Simmons	Director	May 1977	1 Oct 2025	2 other companies
Amy Lee Hepworth-Bell	Secretary	Not published	1 Jan 2022	–

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: 19
closed down: 2
is FCA-registered: 1

In the full report: all 19 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 one on the FCA register
The 2 companies these 6 directors run together
All 8 people who have ever been directors, with their dates

Key dates in its history

Evenlode Investment Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (21)

2017

6 June 2017

Changed its registered name from "Lutra Investments Limited"

FCA register

1 June 2017

Evenlode Investment Holding Company Limited took control (50–75% of shares)
Kirsty Louise Lawson gave up control

Companies House

23 May 2017

Regulated by the FCA from this date
FCA imposed a requirement (May control but not hold client money)
Became authorised by the FCA

FCA register

2016

16 September 2016

Incorporated at Companies House
Kirsty Louise Lawson took control (75–100% of shares)

Companies House

In the full report: all 21 events

All 21 events in its history (8 shown here)
Every director appointment and resignation: 10

Firms connected to Evenlode Investment Management

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

past link: 1

In the full report: all 0 connected firms, named

1 past link through former directors

Firms like Evenlode Investment Management

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

In the Gloucester (GL) postcode area

St. James's Place Unit Trust Group LimitedCirencesterAuthorised Attivo Investments LimitedCheltenhamAuthorised Blackfinch Investments LimitedCheltenhamAuthorised Everys Financial Services LimitedCirencesterAuthorised Hugh Davies Associates LimitedCheltenhamAuthorised Southern Right Capital Partners LimitedCirencesterAuthorised

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 Evenlode Investment Management

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

19 other companies its directors have run, named
3 background checks on its contact details
All 21 events in its history

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Frequently asked questions about this firm

Is Evenlode Investment Management Limited FCA authorised?

Yes, Evenlode Investment Management Limited (FRN 767844) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2017 and works as an investment or fund manager. The FCA has placed a limit on what it may do.

What is Evenlode Investment Management’s phone number and website?

The FCA register lists the phone number 01608 695200 and the website evenlodeinvestment.com for Evenlode Investment Management. If you were given different contact details, use these to check with the firm before going any further.

Is Evenlode Investment Management a scam or clone?

Evenlode Investment 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 Evenlode Investment 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 Evenlode Investment Management to the Financial Ombudsman Service, free of charge.

Who owns Evenlode Investment Management?

Evenlode Investment Management is owned by Evenlode Investment Holding Company Limited, which holds 50–75% of shares and 75–100% of votes, since 1 June 2017. Before that, it was controlled by Ms Kirsty Louise Lawson.

Who runs Evenlode Investment Management?

Companies House lists 6 directors of Evenlode Investment Management: Ben Peters (Dr), Hugh William Yarrow, Nicole Harrington, Charles John Roberson Park, Robert William Harris and Christopher Andrew Simmons.

How long has Evenlode Investment Management been in business?

The company was formed on 16 September 2016, and has held its current FCA authorisation since May 2017.

Does Evenlode Investment Management use any other names?

It trades as Evenlode. It has previously used the name Lutra Investments Limited.