Investment Consultancy

The management of client funds is arguably the most important element of the advice process and being able to demonstrate a robust investment strategy is an essential part of the client proposition.

Equally we understand that our partner firms have different views on what is the most appropriate strategy for them and that is why we have created a range of investment options for our firms to consider. We have partnered with some of the leading names in passive, active and discretionary fund management so that whichever route you choose you can be comfortable that your clients will be invested with a leading name.

All our investment solutions are linked into the risk-profiling technology systems providing a seamless and auditable advice solution. Our investment development consultants will also provide training and support to you and your staff.