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UK (FCA)
Authorised
MiFID
Authorised since April 2026
Last updated 11 April 2026

Lulworth Investment Management Limited

Investment and advice, Investment manager

Location

Lulworth Investment Management Limited, Temple Chambers, 3-7 Temple Avenue, London, City Of London, EC4Y 0DT

Summary

Lulworth Investment Management Limited is a London-based investment manager. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.

Timeline

9 April 2026

Role appointment: [FCA CF] Client dealing (Mr Harry William Sevier)

9 April 2026

Role appointment: [FCA CF] Client dealing (Mr Ross Stewart McPhail)

9 April 2026

Role appointment: [FCA CF] Functions requiring qualifications (Mr Harry William Sevier)

Firm permissions

Designated Investment Business
Latest financial accounts
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Financial data and risk indicators are available in the full platform.

Key people

SMF16 Compliance Oversight

Mr Ross Stewart McPhail

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Ross Stewart McPhail

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Harry William Sevier

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Ross Stewart McPhail

email@company.com+44 20 0000 0000

SMF9 Chair of the Governing Body

Mrs Rosina Jane Tufnell

email@company.com+44 20 0000 0000

CFA Society of the UK

Mr Ross Stewart McPhail

email@company.com+44 20 0000 0000

The Chartered Institute for Securities and Investment (CISI)

Mr Harry William Sevier

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mr Harry William Sevier

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mr Ross Stewart McPhail

email@company.com+44 20 0000 0000

[FCA CF] Functions requiring qualifications

Mr Harry William Sevier

email@company.com+44 20 0000 0000

[FCA CF] Functions requiring qualifications

Mr Ross Stewart McPhail

email@company.com+44 20 0000 0000

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