Discretionary Fund Management (DFM) is simply a service offered by professional investment managers who specialise in managing individual investment portfolios for private investors and trustees. The professional investment manager will take responsibility for meeting all the decisions about the investments in your portfolio at their discretion, based on your requirements.

Anglia Financial believe that many clients would benefit from a more structured approach to the review of their portfolio with key investment managers input and has therefore designed a unique wealth management proposition using a DFM framework. Whether you have £4,000 or £1,000,000 plus our proposal offers clients a fantastic opportunity to utilise the merits of DFM to ensure optimum return in their selected investments.

By using Discretionary Fund Management we believe we can:

• reduce the risk inevitably experienced with ‘cost of delay’;
• cut out cumbersome administration procedures that are ultimately a costly and unnecessary burden on the clients;
• provide a streamlined service to our clients that alleviates traditional headaches of managing an investment portfolio with a cleaner more meaningful contract.

This service can be used on all types of investments and Anglia Financial has been actively promoting the virtues of this pioneering concept for their clients financial planning.

To find out more simply email us at mail@angliafinancial.com and one of our independent consultants will contact you to discuss your particular case

Please also review ‘How we are paid’ link in connection with our DFM services