Lulworth Investment Management Limited

Reference number: 1045489

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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 lulworthinvest.com first appeared online, and whether it can receive email
  • What kind of line 020 8050 2267 is
  • Who else gives the postcode EC4Y 0DT
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Other names (1)

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

  • Lulworth Investment Partners Trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing 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 name
LULWORTH INVESTMENT MANAGEMENT LTD
Company number
15813035
Company status
Active
Company type
Private limited company
Incorporated
1 July 2024 (2 years old)
Registered office
Temple Chambers, 3-7 Temple Avenue, London, EC4Y 0DT, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Harry Sevier Director Sep 1985 1 Jul 2024 2 other companies
Philip Estment Morris Director Jun 1960 22 Apr 2025 1 other company
Jane Tufnell Director Jan 1964 22 Apr 2025 None
Ross Stewart Mcphail Director Mar 1993 1 Oct 2025 1 other company

Other companies run by these 4 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
3
still active
3
is FCA-registered
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 1 company these 4 directors run together
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Filed accounts and finances

8 months to 31 March 2026Micro-entity accountsNot audited

Net assets

£1.43m

+951% from £136k

Employees (average)

5

+400% from 1

Owed within a year

£44.9k

−27% from £61.2k

Assets and liabilities

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 15813035. 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

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

Key events (4) All events (10)

2026

7 April 2026

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

FCA register

2024

1 July 2024

  • Incorporated at Companies House
  • Harry Sevier became the majority owner (50–75% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Lulworth Investment Management

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

connected firm
1
share its postcode
1
past link
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
  • 1 past link through former directors
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Firms like Lulworth Investment Management

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

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) 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 Lulworth Investment Management

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 10 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Lulworth Investment Management Limited FCA authorised?
Yes, Lulworth Investment Management Limited (FRN 1045489) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2026 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Lulworth Investment Management’s phone number and website?
The FCA register lists the phone number 020 8050 2267 and the website lulworthinvest.com for Lulworth Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Lulworth Investment Management a scam or clone?
Lulworth 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 Lulworth Investment Management?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Lulworth Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Lulworth Investment Management?
Companies House lists one person with significant control of Lulworth Investment Management: Mr Harry Sevier (50–75% of shares).
Who runs Lulworth Investment Management?
Companies House lists 4 directors of Lulworth Investment Management: Harry Sevier, Philip Estment Morris, Jane Tufnell and Ross Stewart McPhail.
How long has Lulworth Investment Management been in business?
The company was formed on 1 July 2024, and has held its current FCA authorisation since April 2026.
What do Lulworth Investment Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £1.43m (+951% from £136k).
Does Lulworth Investment Management use any other names?
It trades as Lulworth Investment Partners.

Sources and links

The full report on Lulworth Investment Management Limited

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