Financial advisers
We work in partnership with financial advisers to develop and implement tailored portfolios for their clients.A leading provider of discretionary fund management
We work in partnership with financial advisers to develop and implement tailored portfolios for their clients.
Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade. Having managed the wealth of our own clients for generations, we appreciate how important it is to know that your clients' money is in capable hands.
As the client's financial adviser:
- You remain in control of client relationships and continue to provide financial planning advice.
- You’ll also be responsible for determining the suitability of their risk profile according to their situation and needs.
We commit to:
- Providing an investment service that starts by setting an appropriate asset allocation strategy for each client.
- Creating and managing personalised portfolios that match their individual risk profiles and financial goals.
- Providing access to online support, including market update videos, portfolio updates, quarterly newsletters and bespoke events for you and your clients.
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