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Industry Related Affiliates

Parmenion

A wholly independent partnership founded in 2006 to offer fund based discretionary investment management services to the modern IFA. The traditional role of the financial adviser and their relationship is changing as the complexity and professionalism of the financial planners develops. It is for those advisers wishing to concentrate their professional activities on providing lifetime financial planning and advice that Parmenion has developed its outsourced discretionary investment service. Parmenion has assembled a team of senior investment and operational professionals to produce cost effective, institutional quality investment management services designed to meet the requirements of today’s financial planner and their clients

http://www.parmenion.co.uk/index.htm

Rathbones
This is a fully bespoke discretionary investment management service delivered directly by a named investment professional for individual clients with in excess of £250,000 to invest. Anglia Financial and their clients have access to investment managers to discuss ongoing needs of the clients.
http://www.rathbones.com/

Morningstar
This is software that provides access to timely, accurate life and pension fund data for complete investment research and planning. The web-based platform is utilised by our in-house technical consultant to develop investment and pension portfolios and to prepare insightful reports for our clients.

Octopus
Octopus Investments are an award-winning, market-leading company known for service and innovation. They offer a wide range of products to suit investors with different needs. These include Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Inheritance Tax (IHT) investment solutions, as well as multi manager funds.
http://www.octopusinvestments.com/default.html/

Even if you already have a financial adviser, ask yourself these questions:

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