AB Investment Solutions Limited

Reference number: 705062

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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 alphabetapartners.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 8152 5120 is
  • Who else gives the postcode BA1 1ER
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Other names (14)

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

  • Alpha Beta Partners Trading name
  • TAVI Invest Trading name
  • TAVI Platform Trading name
  • Coram Asset Management Ltd Former name
  • Maroc Limited Former name
  • MitonOptimal UK Limited Former name
  • Alpha Beta Private Wealth Former trading name
  • Coram Former trading name
  • Coram Asset Management Former trading name
  • FD Dynamic Portfolios Former trading name
  • MitonOptimal UK Former trading name
  • Oak Fort Former trading name
  • Rockhold Former trading name
  • Vertex Invest 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.
  • 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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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
09138865
Company status
Active
Company type
Private limited company
Incorporated
21 July 2014 (12 years old)
Registered office
1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Melanie Claire Kennard Director Sep 1975 21 Jul 2014 2 other companies
Geoffrey Brooks Director Apr 1965 9 Dec 2020 6 other companies
Andrew Thompson Director Nov 1966 9 Dec 2020 11 other companies
Benjamin Scott Raven Director Jan 1985 19 Feb 2025 3 other companies
Brian Kenneth Raven Director Apr 1956 19 Feb 2025 17 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
32
closed down
6
went insolvent
1

In the full report: all 32 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 one that went into liquidation or administration
  • The 8 on the FCA register
  • The 4 companies these 5 directors run together
  • All 15 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2023Full accountsAudited

Turnover

£2.17m

+31% from £1.66m

Profit before tax

£185k

+471% from £32.4k

Net assets

£425k

+77% from £240k

Cash at bank

£110k

+141% from £45.8k

Turnover and profit

In the full report: all 4 years of accounts

  • Every year from 2020 to 2023
  • Both charts, over every year
  • 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 09138865. Figures are exactly as filed; nothing is estimated.

Key dates in its history

AB Investment Solutions’s history from the FCA register and Companies House, newest first.

Key events (10) All events (56)

2020

10 December 2020

  • Changed its registered name from "MitonOptimal UK Limited"

FCA register

9 December 2020

  • Alpha Beta Partners Limited took control (75–100% of shares)
  • Scott Macgibbon Campbell no longer has significant control

Companies House

2017

31 October 2017

  • Changed its registered name from "Coram Asset Management Ltd"

FCA register

2016

21 October 2016

  • Scott Macgibbon Campbell gained significant control

Companies House

4 January 2016

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

2015

23 December 2015

  • Changed its registered name from "Maroc Limited"

FCA register

2014

21 July 2014

  • Incorporated at Companies House

Companies House

In the full report: all 56 events

  • All 56 events in its history (10 shown here)
  • Every director appointment and resignation: 25
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Firms connected to AB Investment Solutions

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

connected firms
7
share a director
5
share its postcode
2

In the full report: all 7 connected firms, named

  • How each is linked: shared directors (5), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 3 past links through former directors
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Firms like AB Investment Solutions

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

In Bath

Accrue Investment Management LtdBathAuthorisedNovia Financial PLCBathAuthorisedMacaulay Management LimitedBathAppointed representative

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 AB Investment Solutions

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

  • 32 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 56 events in its history
  • 7 connected firms, named, and who links them

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Frequently asked questions about this firm

Is AB Investment Solutions Limited FCA authorised?
Yes, AB Investment Solutions Limited (FRN 705062) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2016 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is AB Investment Solutions’ phone number and website?
The FCA register lists the phone number 020 8152 5120 and the website alphabetapartners.co.uk for AB Investment Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is AB Investment Solutions a scam or clone?
AB Investment Solutions 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 AB Investment Solutions?
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 AB Investment Solutions to the Financial Ombudsman Service, free of charge.
Who owns AB Investment Solutions?
AB Investment Solutions is owned by Alpha Beta Partners Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 9 December 2020. Before that, it was controlled by Mr Scott Macgibbon Campbell.
Who runs AB Investment Solutions?
Companies House lists 5 directors of AB Investment Solutions: Melanie Claire Kennard, Geoffrey Brooks, Andrew Thompson, Benjamin Scott Raven and Brian Kenneth Raven.
How long has AB Investment Solutions been in business?
The company was formed on 21 July 2014, and has held its current FCA authorisation since January 2016.
What do AB Investment Solutions’ latest accounts show?
Its latest accounts, to 31 December 2023, show turnover of £2.17m (+31% from £1.66m) and profit before tax of £185k (+471% from £32.4k).
Does AB Investment Solutions use any other names?
It trades as Alpha Beta Partners, TAVI Invest and TAVI Platform. It has previously used 11 other names, including Coram Asset Management Ltd, Maroc Limited and MitonOptimal UK Limited.

Sources and links

The full report on AB Investment Solutions Limited

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