Altium Investment Management Limited

Reference number: 931392

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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 altiuminvestments.com first appeared online, and whether it can receive email
  • What kind of line 07941 140629 is
  • Who else gives the postcode OX15 5PA
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Other names (1)

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

  • Coleman Wealth Former trading name

FCA permissions and consumer protection

  • 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.
  • 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 (3 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in 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 number
11687055
Company status
Active
Company type
Private limited company
Incorporated
20 November 2018 (7 years old)
Registered office
Scotland Farmhouse Clay Bank, Hook Norton, Banbury, OX15 5PA, United Kingdom
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Ronan Vincent Kearney Director May 1971 20 Nov 2018 1 other company
Stephen Graeme Milne Director Jun 1975 10 Jun 2022 9 other companies
Ronan Vincent Kearney Secretary Not published 10 Jun 2022 –

Other companies run by these 2 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
10
closed down
2
still active
8

In the full report: all 10 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Total equity

£28.5k

+2.4% from £27.8k

Cash at bank

£8,797

<1% from £8,746

Employees (average)

2

Same as 2

Owed within a year

£4,848

−16% from £5,790

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 11687055. 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

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

Key events (8) All events (14)

2022

10 June 2022

  • Andrew Thomson became a part-owner (25–50% of shares)
  • Menagerie Investments Limited gave up control
  • Ronan Vincent Kearney became a part-owner (25–50% of shares)
  • Stephen Graeme Milne became a part-owner (25–50% of shares)

Companies House

2020

4 November 2020

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

FCA register

2018

20 November 2018

  • Incorporated at Companies House
  • Menagerie Investments Limited took control (75–100% of shares)

Companies House

In the full report: all 14 events

  • All 14 events in its history (8 shown here)
  • Every director appointment and resignation: 2
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Firms like Altium Investment Management

Other firms of the same type (financial adviser), nearest first.

In Banbury

Bristol York LimitedBanburyAuthorisedCameron Trinity LimitedBanburyAuthorisedCherwell Financial Services LimitedBanburyAuthorisedCooper Brewer LtdBanburyAuthorisedEllacotts Wealth Planning LimitedBanburyAuthorisedAllen & Schofield Financial ConsultantsBanburyAppointed 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 Altium Investment Management

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

  • 10 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Altium Investment Management Limited FCA authorised?
Yes, Altium Investment Management Limited (FRN 931392) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2020 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Altium Investment Management’s phone number and website?
The FCA register lists the phone number 07941 140629 and the website altiuminvestments.com for Altium Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Altium Investment Management a scam or clone?
Altium 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 Altium Investment 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 Altium Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Altium Investment Management?
Companies House lists 3 people with significant control of Altium Investment Management: Mr Stephen Graeme Milne (25–50% of shares), Mr Ronan Vincent Kearney (25–50% of shares) and Mr Andrew Thomson (25–50% of shares). Before that, it was controlled by Menagerie Investments Limited.
Who runs Altium Investment Management?
Companies House lists 2 directors of Altium Investment Management: Ronan Vincent Kearney and Stephen Graeme Milne.
How long has Altium Investment Management been in business?
The company was formed on 20 November 2018, and has held its current FCA authorisation since November 2020.
What do Altium Investment Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show total equity of £28.5k (+2.4% from £27.8k) and cash at bank of £8,797 (<1% from £8,746).
Does Altium Investment Management use any other names?
It has previously used the name Coleman Wealth.

Sources and links

The full report on Altium Investment Management Limited

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