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.

Identity

Check their details

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.

Also trades as
  • Alpha Beta Partners
  • Vertex Invest

Company details

From the company's Companies House record.

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)

Current directors and secretaries

Name Role Born Appointed
Melanie Claire Kennard Director Sep 1975 21 Jul 2014
Geoffrey Brooks Director Apr 1965 9 Dec 2020
Andrew Thompson Director Nov 1966 9 Dec 2020
Benjamin Scott Raven Director Jan 1985 19 Feb 2025
Brian Kenneth Raven Director Apr 1956 19 Feb 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

    Check your FSCS cover →

  • 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.
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.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Coram Asset Management Ltd
  • Maroc Limited
  • MitonOptimal UK Limited

Names it no longer trades under

This firm has retired 7 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Alpha Beta Private Wealth
  • Coram
  • Coram Asset Management
  • FD Dynamic Portfolios
  • MitonOptimal UK
  • Oak Fort
  • Rockhold

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Common questions

Frequently asked questions

Is AB Investment Solutions Limited FCA authorised?
Yes, AB Investment Solutions Limited (FRN 705062) is authorised by the FCA to carry out regulated activities.
Is my money safe with AB Investment Solutions?
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.
Is AB Investment Solutions a scam or clone?
AB Investment Solutions is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is AB Investment Solutions's Firm Reference Number (FRN)?
AB Investment Solutions's FRN is 705062. You can verify it on the FCA register.