Intermediary Services

Our investment managers have successfully worked alongside financial advisers for many years, gaining a detailed understanding of the needs of both advisers and their clients.

We offer two service levels, Model and Bespoke Discretionary Management.  Our Model Portfolio Service has been specifically designed for the financial adviser market.  Our model portfolios are scalable, consistent and repeatable for each and every client.

For those clients requiring a differentiated proposition our Bespoke Discretionary Service is available to clients with investments of more than £250,000.  In these cases we will agree an initial asset allocation with you and your client at the outset and set up our platform with those pre agreed tolerances.  This ensures that the portfolio remains within mandate at all times.  We will report directly to your clients via half yearly written reviews and will be available for client meetings and discussions as required.

Our charging structure is designed to be simple and cost effective.  We only charge a management fee for our Discretionary Management services.  There are no commissions on trading, no fixed bargain charges per trade, no fixed settlement and compliance charges per trade and no administration fees on ISAs.  Our platform levies a charge for the safe custody of client assets, payable directly to the platform provider.  Third party platforms may levy different charges at their discretion.

Our goal is to provide you with a totally outsourced DFM solution that has simple, clear charging and efficient administration.  By outsourcing your client’s investment needs to experts you can focus on growing your business.