Lockhart Capital Management LLP

Reference number: 781292

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Lockhart Capital Management LLP (FRN 781292) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Lockhart Capital Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Lockhart Capital Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 lockhartcapitalmanagement.com first appeared online, and whether it can receive email
  • What kind of line 01932 687500 is
  • Who else gives the postcode KT11 2LA
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Best Practice IFA Group Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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 status
Active
Company type
Limited liability partnership
Incorporated
12 April 2017 (9 years old)
Registered office
71 Queen Victoria Street, London, EC4V 4BE, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
LOCKHART HOLDCO 1 LIMITED Corporate LLP designated member Not published 22 Jul 2026 None
LOCKHART HOLDCO 2 LIMITED Corporate LLP designated member Not published 22 Jul 2026 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 7 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Employees (average)

23

+4.5% from 22

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • 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.

Accounts filed at Companies House for company OC416912. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Lockhart Capital Management’s history from the FCA register and Companies House, newest first.

2026

22 July 2026

  • Board replaced: all 5 directors left and 2 new directors took over

Companies House

2017

8 June 2017

  • Became an appointed representative

FCA register

12 April 2017

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (3 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Lockhart Capital Management

Other FCA-listed firms that share a director, phone number or address with Lockhart Capital 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 Lockhart Capital Management

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

In Cobham

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 Lockhart Capital Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 13 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Lockhart Capital Management LLP FCA authorised?
Lockhart Capital Management LLP (FRN 781292) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Lockhart Capital Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Lockhart Capital Management LLP (FRN 781292) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Lockhart Capital Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Lockhart Capital Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Lockhart Capital Management’s phone number and website?
The FCA register lists the phone number 01932 687500 and the website lockhartcapitalmanagement.com for Lockhart Capital Management. If you were given different contact details, use these to check with the firm before going any further.
Is Lockhart Capital Management a scam or clone?
Lockhart Capital 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 Lockhart Capital Management?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Lockhart Capital Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who runs Lockhart Capital Management?
Companies House lists 2 directors of Lockhart Capital Management: Lockhart Holdco 1 Limited and Lockhart Holdco 2 Limited.
How long has Lockhart Capital Management been in business?
The company was formed on 12 April 2017.
What do Lockhart Capital Management’s latest accounts show?

Sources and links

The full report on Lockhart Capital Management LLP

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