Discretionary Fund Services

A range of discretionary models designed for the clients of a select list of IFAs.
A dedicated page is being built and coming soon.

Risk Warning: All investments carry risks. The price of shares, CFDS and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original capital invested. There is an extra risk of losing money when shares are bought in a period of high volatility. The extent and value of any ISA tax advantages or benefits may vary according to your individual circumstances.

The levels and bases of taxation may be subject to change. Forecasts are not a reliable indicator of future performance and past performance is not a guarantee of future success. You should carefully consider your own financial circumstances before dealing in the stock market. You may not get back the full amount invested. If you are in any doubt about making your investment decisions, we recommend you seek advice with an independent financial advisor authorised under the Financial Services and Markets Acts 2000, which specialises in advising on the acquisition of shares and other securities.