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
Risk-adjusted returns
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.
Your journey
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
Find out more
To learn more about our investment model portfolios and how they could benefit both you and your clients, or to request copies of our latest Factsheets, simply get in touch.
Contact us
To arrange a free initial consultation, contact our team today.
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