Montanaro Asset Management Limited

Reference number: 183211

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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 montanaro.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7448 8600 is
  • Who else gives the postcode EC2R 8AR
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Other names (3)

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

  • Harford Investment Managers Limited Former name
  • Montanaro 4 Former name
  • Montanaro Fund Managers Limited Former name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · 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.
  • 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.
  • 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 (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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 an unauthorised AIF
  • Managing investments

Limits on what they may do

  • May control money if settlement through a mandate.
    The general requirement not to hold or control CLIENT MONEY does not restrict the firm from controlling CLIENT MONEY if it arises from an agreement under which the firm effects settlement through a mandate or otherwise.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

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
03246931
Company status
Active
Company type
Private limited company
Incorporated
6 September 1996 (30 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Charles Gerald Bensted Montanaro Director Aug 1955 16 Sep 1996 4 other companies
Cedric Pierre Robert Hugues Durant Des Aulnois Director Nov 1977 1 Jul 2013 None
George Matthew Cooke Director May 1984 7 Sep 2021 None
Katrina Harriet Hart Director Jun 1974 21 Apr 2022 11 other companies
Heather Caroline Seton Manners Director Aug 1964 21 Apr 2022 10 other companies
David Wyn Price Secretary Not published 15 Apr 2021 –

Other companies run by these 5 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
25
closed down
5
went insolvent
2

In the full report: all 25 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • The 2 that went into liquidation or administration
  • The 2 on the FCA register
  • All 14 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (14) All events (39)

2026

19 October 2026

  • Montanaro Ebt Trustees Limited became a part-owner (25–50% of shares)

Companies House

2025

1 January 2025

  • Adam Charles Bensted Montanaro gained 25–50% of the votes
  • Zoe Frances Anita Montanaro gained 25–50% of the votes

Companies House

2016

6 April 2016

  • Charles Gerald Bensted Montanaro gained 25–50% of the votes

Companies House

2014

22 July 2014

  • FCA imposed a requirement (CPMI Requirement)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

26 June 2009

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

FCA register

2001

3 December 2001

  • FCA imposed a requirement (May control money if settlement through a mandate.)

FCA register

1 December 2001

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

FCA register

1997

9 January 1997

  • Changed its registered name from "Harford Investment Managers Limited"

FCA register

1996

15 October 1996

  • Changed its registered name from "Montanaro 4"

FCA register

6 September 1996

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 39 events

  • All 39 events in its history (14 shown here)
  • Every director appointment and resignation: 21
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Firms connected to Montanaro Asset Management

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

past links
2

In the full report: all 0 connected firms, named

  • 2 past links through former directors
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Firms like Montanaro Asset Management

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

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedJ.P. Morgan Markets LimitedLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers 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 Montanaro Asset Management

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

  • 25 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 39 events in its history

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Frequently asked questions about this firm

Is Montanaro Asset Management Limited FCA authorised?
Yes, Montanaro Asset Management Limited (FRN 183211) 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 a limit on what it may do.
What is Montanaro Asset Management’s phone number and website?
The FCA register lists the phone number 020 7448 8600 and the website montanaro.co.uk for Montanaro Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is Montanaro Asset Management a scam or clone?
Montanaro 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 Montanaro Asset 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 Montanaro Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Montanaro Asset Management?
Companies House lists 4 people with significant control of Montanaro Asset Management: Montanaro Ebt Trustees Limited (25–50% of shares), Miss Zoe Frances Anita Montanaro (25–50% of votes), Mr Adam Charles Bensted Montanaro (25–50% of votes) and Mr Charles Gerald Bensted Montanaro (25–50% of votes).
Who runs Montanaro Asset Management?
Companies House lists 5 directors of Montanaro Asset Management: Charles Gerald Bensted Montanaro, Cedric Pierre Robert Hugues Durant Des Aulnois, George Matthew Cooke, Katrina Harriet Hart and Heather Caroline Seton Manners.
How long has Montanaro Asset Management been in business?
The company was formed on 6 September 1996, and has held its current FCA authorisation since December 2001.
Does Montanaro Asset Management use any other names?
It has previously used 3 other names: Harford Investment Managers Limited, Montanaro 4 and Montanaro Fund Managers Limited.

Sources and links

The full report on Montanaro Asset Management Limited

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