Discretionary & Advisory Investment Management

Money management services tailored for you

The management of your investment portfolio is far too important to be left to chance. We strongly believe the chance that your wealth will grow successfully is significantly enhanced when you have access to professional and highly experienced specialists to help you keep track of the complexity arising from the ever- changing financial markets.

Let a professional manage your investments day to day — Discretionary Intermediation Service

By appointing us as your Discretionary Investment Manager we will act on your behalf, taking care of all of the ‘day to day’ decision making, being guided by the mutually-agreed investment strategy.  As you have provided us with the authority to act using our discretion, without the need to seek your prior approval, we can be more responsive to changes in financial markets and can take advantage of any investment opportunities as they arise.

AFH is one of only 2% of IFAs in the UK currently authorised to carry out such Investment Management services. Having the ability to offer financial planning and investment management services puts us in a market leading position when it comes to supporting your financial planning objectives and investment needs. Managing over £1billion of assets is an accolade that supports our credibility.

Professional portfolio management with your input — Portfolio Management Service

If you would prefer to have an input into the investment decisions within your portfolio then we have a range of alternative propositions that allow you to do exactly that. You will benefit from our highly professional approach to asset allocation, portfolio construction and monitoring. You will receive a regular investment report with our recommendations for any changes that we advise upon in the composition of your holdings. However, unlike our Discretionary Management Service, the implementation of those recommendations will always require your final approval.

Whichever proposition you choose, we aim to make your life simpler. You will be able to monitor all of your investments and their respective performance in one report. This will not only save you time, but give you peace of mind as well.

Value for money

It’s well documented that the cost of investing can be high, however, we believe that this does not need to be the case. In fact, one of our primary investment philosophy objectives is to continually seek to reduce the overall cost of investing.

Value for money is not just about keeping costs competitive, it is also about the level of service you receive. To ensure that you get the benefit of real expertise our Investment Department is built around a team of authorised investment specialists who between them have more than 120 years of investment experience. This investment experience is utilised in a structured, collegiate and transparent approach to decision making, which we hope will deliver you the greatest chance of realising your financial planning objectives, whichever service you choose. 

Our Investment Specialists are at the centre of everything we do and will be happy to discuss your portfolio with you.

The value of your investments may go down as well as up due to investment market fluctuations and you may not get back the full amount invested.