Tatton Investment Management Limited

Reference number: 733471

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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, 1 thing worth a closer look

  • When tattoninvestments.com first appeared online, and whether it can receive email
  • What kind of line 020 3824 0928 is
  • Whether EC4N 8AL is a shared office: 22 other firms give it
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Other names (32)

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

  • Accord Portfolio Management Trading name
  • Adsumus FS Trading name
  • AMFA Active Wealth Management Trading name
  • ASC Investment Portfolios Trading name
  • Becketts Wealth Trading name
  • Bewealth Investment Solutions Trading name
  • Celtic Investment Management Trading name
  • CMS Invest Trading name
  • D O’Kane Investment Portfolios Trading name
  • Greenarch Portfolio Service Trading name
  • KPW Investment Portfolios Trading name
  • Mearns & Company Portfolio Service Trading name
  • Mosaac Investment Portfolios Trading name
  • Niche Wealth Management Trading name
  • Oakworth Investment Management Trading name
  • Optimum Wealth Management Trading name
  • Pall Mall Financial Independence Trading name
  • Platinum Wealth Management Services Trading name
  • Promethean Financial Consultants Trading name
  • Prosper Investment Management Trading name
  • Sequoia Circle Portfolio Management Trading name
  • SGWM Investments Trading name
  • Solutions Investment Management Trading name
  • Springfield Wealth Management Trading name
  • Tatton Trading name
  • TSP DFM Services Trading name
  • Verbatim Investment Management Trading name
  • DC Portfolio Management Former trading name
  • Imperium Investment Management Former trading name
  • Invest Southwest Portfolios Former trading name
  • Perspective (Accord) Former trading name
  • Tatton Onshore Tax Strategies Former 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

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
08219008
Company status
Active
Company type
Private limited company
Incorporated
18 September 2012 (14 years old)
Registered office
Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Lothar Mentel Director Mar 1968 23 Nov 2012 9 other companies
Paul Edwards Director Jan 1967 1 May 2018 37 other companies
Grant Dempster Director Dec 1974 1 Feb 2020 None
Justine Randall Director Sep 1978 23 Jun 2020 3 other companies
Christopher Poil Director Dec 1964 14 Feb 2024 4 other companies

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
45
closed down
13
are FCA-registered
3

In the full report: all 45 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 on the FCA register
  • The 7 companies these 5 directors run together
  • All 13 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (5) All events (65)

2024

5 November 2024

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2017

19 January 2017

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

FCA register · Companies House

2016

6 April 2016

  • Tatton Capital Limited took control (75–100% of shares)

Companies House

2012

18 September 2012

  • Incorporated at Companies House

Companies House

In the full report: all 65 events

  • All 65 events in its history (5 shown here)
  • Every director appointment and resignation: 17
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Firms connected to Tatton Investment Management

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

connected firms
2
share a director
2
past link
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Tatton 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 Tatton Investment Management

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

  • 45 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 65 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Tatton Investment Management Limited FCA authorised?
Yes, Tatton Investment Management Limited (FRN 733471) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2017 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Tatton Investment Management’s phone number and website?
The FCA register lists the phone number 020 3824 0928 and the website tattoninvestments.com for Tatton Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Tatton Investment Management a scam or clone?
Tatton 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 Tatton 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 Tatton Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Tatton Investment Management?
Tatton Investment Management is owned by Tatton Capital Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Tatton Investment Management?
Companies House lists 5 directors of Tatton Investment Management: Lothar Mentel, Paul Edwards, Grant Dempster, Justine Randall and Christopher Poil.
How long has Tatton Investment Management been in business?
The company was formed on 18 September 2012, and has held its current FCA authorisation since January 2017.
Does Tatton Investment Management use any other names?
It trades as Accord Portfolio Management, Adsumus FS, AMFA Active Wealth Management, ASC Investment Portfolios and Becketts Wealth, and 22 more names. It has previously used 5 other names, including DC Portfolio Management, Imperium Investment Management and Invest Southwest Portfolios.

Sources and links

The full report on Tatton Investment Management Limited

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