Freeing your time to add value for your clients
As a professional adviser, your services are in demand and our aim is to support you in achieving the returns needed to deliver your clients’ financial plans, so you can concentrate on growing your business.
Managing your clients’ investments takes considerable time and resources, which detracts your focus from building your business. By partnering with us, we can use our expertise to take some of that workload off your shoulders and help you do business more efficiently.
Successful advisers recognise that delivering the financial plan is the most important outcome for their clients. But the problem with relative return strategies is that even if the manager ‘beats the index’, they might not deliver the required returns to secure the financial plan. A rising number of advisers are now choosing to link the underlying investment strategy to an inflation-plus benchmark, and this is where our services can help.
Our investment services
Managed Portfolio Service
Our simple, cost-effective solution, giving your clients access to our investment expertise and resources across a range of performance / risk targets. Rated the maximum 5 Star rating by Defaqto.
AIM Portfolio Service
Our Alternative Investment Market (AIM) Inheritance Tax service was launched in 2004 to help clients take advantage of the generous tax breaks available to small businesses that qualify for Business Relief.
Bespoke Portfolio Service
Our bespoke service takes into consideration your client’s needs, objectives and tax considerations, allowing you to focus on financial planning in the knowledge that your client’s investments are in good hands.
Direct Equity Portfolio (DEP) Service
Through our DEP service, we aim to add value with a focused portfolio. We look for high-quality, profitable businesses and seek to identify companies with long-term growth prospects which are undervalued by the market.
Sustainable Service
Whether it’s working to prevent climate change or tackling social inequality, we all have a responsibility to drive positive change. Available as part of both our Managed and Bespoke Portfolio Services
How we help
More time to focus on financial planning, suitability and your clients
A wider range of investments, with no impact on your PI costs
A distinctive inflation plus approach
Access to our resources, including our latest research
Investment management expertise with institutional buying power
Increased capacity to take on more clients
Our fees
There are a number of costs involved in running a portfolio and it is important to take them into account when looking at the returns you need to generate to achieve your desired outcomes.
We aim to make our fees simple, clear and fair.
