Our unique combination of financial and legal services…
We use two well-established and recognised risk-profiling tools to assess the appropriate investment risk and asset allocation for your clients’ portfolios.
Morningstar is a respected and reliable source of independent investment analysis. Their risk-profiling tool is designed to help determine clients’ attitude to risk, assisting in the client suitability assessment processes.
Dynamic Planner is the most widely used risk-profiling and asset-allocation process in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high-quality regional and local firms and private client management firms up and down the country.
Get a bespoke review and advice on your existing investment strategy.
Our portfolio review service is an independent evaluation of the investment strategy and performance of your current investment manager after costs, and how this compares to the industry generally.