Invesco Fund Managers Limited

Reference number: 119298

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

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 invesco.co.uk first appeared online, and whether it can receive email
  • What kind of line 01491 416032 is, and the other firm that gives it
  • Who else gives the postcode RG9 1HH
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Other names (1)

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

  • Invesco MIM Unit Trust Managers Limited Former name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake websites (1)
  • invescoperpetualfunds.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

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 (3 permissions)
  • Managing an authorised AIF
  • Managing an unauthorised AIF
  • Managing a UK UCITS

Limits on what they may do

  • UCITS Firm
    The firm is only permitted to carry on the activities specified in COLL 6.9.9R (1) to (3) or any successor provision.
  • Client money requirement for AIF & UCITS business
    Able to hold and control client money for its AIF business and UCITS business

FCA disciplinary action

FCA action

fine
1
in fines
£18.6m
most recent
April 2014
  • Fined £18.64m on 28 April 2014
    On 24 April 2014, the FCA imposed on Invesco Asset Management Limited and Invesco Fund Managers Limited (together Invesco Perpetual) a financial penalty of £18,643,000 (discounted from £26,632,900 for early settlement, in respect of breaches of COLL 6.6.14, Principle 3 and Principle 7 of the FCA's Principles for Businesses together with certain of the FCA's COBS and COLL rules. For some or all of a four and a half year period from May 2008 to November 2012 Invesco Perpetual failed to comply with its regulatory obligations towards its investors by: (a) investing some of its funds in breach of investment limits; (b) introducing leverage into certain funds without providing investors with proper disclosure about the risks involved; and (c) failing to put adequate controls in place to ensure that all funds were valued accurately and that all trades were allocated fairly between funds. A copy of the Final Notice is displayed on the FCA's website.

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
00898166
Company status
Active
Company type
Private limited company
Incorporated
14 February 1967 (59 years old)
Registered office
Perpetual Park, Perpetual Park Drive, Henley-On-Thames, Oxfordshire, RG9 1HH, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Alan John Trotter Director Jul 1968 1 Jan 2017 52 other companies
Julian Antony Bartlett Director Jun 1964 4 Dec 2020 1 other company
Esa Esko Johannes Kalliopuska Director Aug 1978 9 May 2025 None
Stephen Andrew Lynch Director Jun 1975 10 Dec 2025 None
Lara Elizabeth Lucia Bett Director Feb 1987 12 Dec 2025 None
Fergal Dempsey Director May 1970 31 Jul 2026 None
INVESCO UK HOLDINGS LIMITED Corporate secretary Not published 21 Feb 2019 –

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
52
closed down
30
went insolvent
2

In the full report: all 52 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • The 2 that went into liquidation or administration
  • The one on the FCA register
  • The 1 company these 6 directors run together
  • All 72 people who have ever been directors, with their dates
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Key dates in its history

Invesco Fund Managers’s history from the FCA register and Companies House, newest first.

Key events (12) All events (145)

2017

7 April 2017

  • FCA imposed a requirement (Client money requirement for AIF & UCITS business)

FCA register

3 February 2017

  • FCA imposed a requirement (UCITS Firm)

FCA register

2016

6 April 2016

  • Invesco UK Limited took control (75–100% of shares)

Companies House

2014

28 April 2014

  • Fined £18.64m by the FCA

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

20 April 2012

  • Changed its registered name from "INVESCO Fund Managers Limited"

FCA register

2011

8 June 2011

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2001

1 December 2001

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

FCA register

1994

18 July 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1993

21 June 1993

  • Changed its registered name from "Invesco MIM Unit Trust Managers Limited"

FCA register

1967

14 February 1967

  • Incorporated at Companies House

Companies House

In the full report: all 145 events

  • All 145 events in its history (12 shown here)
  • Every director appointment and resignation: 130
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Firms connected to Invesco Fund Managers

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

connected firms
2
share a director
1
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Invesco Fund Managers

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

In Henley-on-Thames

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

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

  • 52 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 145 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Invesco Fund Managers Limited FCA authorised?
Yes, Invesco Fund Managers Limited (FRN 119298) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed 2 limits on what it may do.
What is Invesco Fund Managers’ phone number and website?
The FCA register lists the phone number 01491 416032 and the website invesco.co.uk for Invesco Fund Managers. 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 one other FCA firm.
Is Invesco Fund Managers a scam or clone?
Scammers have impersonated Invesco Fund Managers: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Invesco Fund Managers, shown on this page.
Is my money safe with Invesco Fund Managers?
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 Invesco Fund Managers to the Financial Ombudsman Service, free of charge.
Who owns Invesco Fund Managers?
Invesco Fund Managers is owned by Invesco UK Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Invesco Fund Managers?
Companies House lists 6 directors of Invesco Fund Managers: Alan John Trotter, Julian Antony Bartlett, Esa Esko Johannes Kalliopuska, Stephen Andrew Lynch, Lara Elizabeth Lucia Bett and Fergal Dempsey.
How long has Invesco Fund Managers been in business?
The company was formed on 14 February 1967, and has held its current FCA authorisation since December 2001.
Has the FCA taken action against Invesco Fund Managers?
Yes. The FCA register records 1 fine in 2014, £18.64m in total. The details are in the disciplinary section above, with links to the FCA's notices.
Does Invesco Fund Managers use any other names?
It has previously used the name Invesco MIM Unit Trust Managers Limited.

Sources and links

The full report on Invesco Fund Managers Limited

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