"At our practice we use Discretionary Fund Managers for all our Pension and Investment business. During the course of our research we were impressed with the features and options offered by R C Brown Investment Management, so we made initial contact. They were quick to respond and have shown both us and our clients excellent levels of service. In addition their Portfolio Managers are very knowledgeable and construct really good portfolios. Highly recommended."

Robert Jordan Cert PFS Cert CII(MP)

Director

Oak Wealth Planning Ltd

 

"We have outsourced client portfolio management for many years, and what has impressed me with R C Brown Investment Management is their attention to detail; they treat each client as an individual and their administration process is managed by efficient staff who are easy to engage with and always available when needed. The ‘total package’ enables me to confidently recommend them to my clients."

Craig Johnston

Director

Craig Johnston Asset Management Ltd

 

"We deal directly with the Investment Managers who talk a language we understand. They stick to a clear strategy which has paid off by beating our benchmark over the long term. The whole team is responsive to our requirements and administers our business well. Having used an external evaluator of their management systems, we are confident that they manage their and our risks to the most demanding market standards."

Susan Seymour

Chair of the Investment Committee

Joseph Rowntree Charitable Trust

 

"We are proud to be associated with such experts in their field, and believe that the pragmatic approach and experience of RCBIM makes them an excellent choice. The Marlborough Ethical Fund and the Marlborough Primary Opportunities Fund are in safe hands."

Keith Ounsworth

Sales Director

Marlborough Fund Managers