Overview for IFAs

We offer advisers a selection of services to accommodate the investment needs of a broad range of their clients, tailored to their investment objectives and risk tolerance.

The Risk Managed Portfolio Service offers advisers a comprehensive range of support services, including regular market updates, and high quality reporting so that advisers can focus on their ongoing relationship with their clients. The underlying Risk Managed funds are competitively priced and are easily accessible via a wide range of platforms.

Whether your clients are invested in the range of Risk Managed Portfolios or they prefer to invest within a  discretionary portfolio, you can be assured that their investments are actively managed within multi-asset, diversified portfolios which are constantly reviewed and monitored.

Our range of services includes:

• Risk Managed Portfolio Service
• Discretionary Fund Service
• Discretionary Service

If you would like further details of any our services, or would like to meet with us to discuss your clients' requirements, please contact us.