Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
This company holds another FCA record
A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.
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.
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Website
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Phone number
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Address
R C Brown Investment Management, 1 The Square, Bristol, Bristol, City Of, BS1 6DG, United Kingdom
In the full report: 3 background checks
- When rcbim.co.uk first appeared online, and whether it can receive email
- What kind of line 0117 925 6073 is
- Who else gives the postcode BS1 6DG
Other names (10)
If you were contacted under any of these names, it is this firm.
- Alpha Portfolio Management Trading name: A name it trades under now.
- Arcrate Asset Management Trading name: A name it trades under now.
- Meon Capital Management Trading name: A name it trades under now.
- Novapetra Wealth Management Trading name: A name it trades under now.
- Oxonian Capital Trading name: A name it trades under now.
- Portcullis Asset Management Trading name: A name it trades under now.
- Silverwood Wealth Management Trading name: A name it trades under now.
- Coram Asset Management Former trading name: A name it used to trade under.
- RCBIM 2013 Former trading name: A name it used to trade under.
- R C Brown London Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible 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 applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 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
- Safeguarding and administration of assets (without arranging)
Limits on what they may do
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Reg CIS mkting as mga ltd to the specified fund.
The Firm is required to ensure that regulated collective investment scheme marketing activities, undertaken as marketing group associate, are limited to marketing the IFSL RC Brown UK Primary Opportunities Fund and the IFSL Meon Adaptive Growth Fund
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
- 02489639 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Public limited company
- Incorporated
- 5 April 1990 (36 years old)
- Registered office
- 1 The Square, Temple Quay, Bristol, BS1 6DG
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Security and commodity contracts dealing activities (SIC 66120)
- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Oliver Charles Brown | Director | Sep 1980 | 7 May 2009 | 5 other companies |
| Alan Frederick Beaney | Director | Aug 1957 | 17 Mar 2010 | 8 other companies |
| Glenn John Meyer | Director | Jun 1959 | 1 May 2012 | 6 other companies |
| Neil Michael Whelan | Director | Dec 1978 | 16 Nov 2018 | 2 other companies |
| Robert Charles Brown | Director | Mar 1947 | Not published | 3 other companies |
| Oliver Charles Brown | Secretary | Not published | 1 May 2013 | – |
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
- 13
- closed down
- 4
- are FCA-registered
- 2
In the full report: all 13 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 2 on the FCA register
- The 4 companies these 5 directors run together
- All 9 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£6.59m
+145% from £2.69m
Profit before tax
£778k
+128% from £341k
Net assets
£3.15m
+42% from £2.22m
Cash at bank
£1.61m
+46% from £1.10m
Turnover and profit
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- Both charts, over every year
- Every filed figure, year by year
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.
Figures from the year to 31 March 2022 are for the group: the company and the businesses it owns. Earlier years are the company’s own accounts, from before it had a group.
The figures for the year to 31 March 2026 were read from the printed accounts, because the filing does not tag them in a form that can be read automatically. They were checked against the accounts’ own totals.
Accounts filed at Companies House for company 02489639. 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
R C Brown Investment Management’s history from the FCA register and Companies House, newest first.
2022
7 June 2022
- FCA imposed a requirement (Reg CIS mkting as mga ltd to the specified fund.)
FCA register
2016
6 April 2016
- Robert Charles Brown became the majority owner (50–75% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1990
5 April 1990
- 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 36 events
- All 36 events in its history (7 shown here)
- Every director appointment and resignation: 11
Firms connected to R C Brown Investment Management
Other FCA-listed firms that share a director, phone number or address with R C Brown Investment Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
- past links
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
- 2 past links through former directors
Firms like R C Brown Investment Management
Other firms of the same type (investment or fund manager), nearest first.
In Bristol
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 R C Brown Investment Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 13 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 36 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk