DFM
Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team.

Investment platform
Using the latest technology to deliver an Investment Platform to support IFA’s in the delivery of service – making advice under the current legislative processes affordable for all.

Technology
A traditional ‘wrap’ platform combined with our advanced white labelling and reporting toolkits ensures you deliver a service in your style and to your standards.