top of page
Investment Solutions
​
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
​
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
​
OUR PROPOSITION
Asset Allocation
CONTACT US
For any enquiries,
please call or email us.
Alternatively you can fill in the following contact form.
Bath Office (Registered Address and Head Office)
Northgate House, Upper Borough Walls, Bath, BA1 1RG
London Office
18th & 19th floors, 100 Bishopsgate, London EC2N 4AG
Bath Office:
Registered Address and Head Office
London Office:
bottom of page