The team at Fund Intelligence have provided independent fund research to the IFA community for over 10 years. This was extended to discretionary fund management services in 2007.
Designed by IFAs for IFAs, we fully appreciate the value of your client relationships, and recognise that you know your client, hence we will always liaise with you on matters relating to your client, unless you ask us to communicate direct.
With a team of fund managers, we have a diversity of skills, knowledge and experience, essential in today’s rapidly moving economic climate. The efficiency of our process means that we are able to execute decisions swiftly - this is something investors are looking for in discretionary investment management.
Whilst quality is a prime focus for us, we give equal attention to costs. We combine excellent actively managed funds with lower cost passives such as ETFs, to achieve a truly competitive and cost effective portfolio that is suited to your clients’ risk tolerance and objectives.
Our portfolios cover a range of objectives including a Eurozone priority for those living in France and Spain. Fully bespoke portfolios are also provided. The active management of SIPPs in drawdown is a particular speciality.
Fund Intelligence will enhance your offering, without intruding upon your client relationship.
| Website |
| Contact Name | Phone Number | |
|---|---|---|
| Nick Frank | 01892 612 555 | nick.frank@fundintelligence.com |
As an independent wrap provider, and because we were formed by IFAs for IFAs, we understand that each one of your clients can have very specific and individual needs. Due to the subjective nature of these needs, we will leave the comparison of the Product Partners up to you.
Please note links within this page may take you away from our website.
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