Independent financial advisers and other intermediaries

We offer outsourcing investment management services for Independent Financial Advisers and other intermediaries, taking the day-to-day strain of managing your clients’ investments, giving you the time to focus on building your client relationships, while drawing from our extensive experience and investment expertise.

We provide access to a managed portfolio service (MPS), discretionary fund management (DFM) and AIM portfolio service, each has its own distinct characteristics and benefits, enabling you to choose an investment solution that most closely matches your clients’ goals, ambitions and attitude to risk.

 

How we can help

Investment management - DFM, MPS, AIM

We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise.

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