Quality investments. A competitive cost.
We help adviser firms find the right balance between providing quality investment solutions for their clients at an affordable price, and freeing up your time to focus on delivering financial advice. Our DFM Fee is just 0.15%, with no VAT payable.
Our range of investment model portfolios are designed to enable you to work efficiently at an acceptable cost. With more than £650 million of assets under management, they’re a proven investment solution that will help you better meet the needs of your clients.
Our investment approach
We strive for balance between the assessment for potential returns and the level of risk an investment brings to a given portfolio, benchmarking against Investment Association sectors.
Dynamic asset allocation
We actively manage the proportion of assets held in each of our portfolios, giving your clients optimal performance for the amount of risk they are taking.
We will arrange an initial meeting at your convenience. This will be your opportunity to find out more about us and how we manage our portfolios.
You have to be certain that we are right for you, and your clients, and we will do everything we can to help you gather that information quickly and easily.
Forming an agreement
When you’re happy to proceed, we will send you an agreement to review and sign.
We will set up access to our portfolios, enabling you to decide which of our portfolios best suit the risk profiles and investment goals of your clients.
To aid you in making recommendations to your clients, we will keep you updated with our quarterly factsheets and Investment Market Review & Outlook, enabling you to stay informed on both the market and our response to any changes.
Who we work with
YOUR INVESTMENT MANAGEMENT TEAM
You will have access to an experienced Investment Manager with portfolios suited to your financial planning process. Get to know our team.Meet us