With the continuing need to ensure suitability, a structured and robust approach to your investment research and due diligence has never been more important.We are committed to helping financial advisers find the right funds and services that allow them to provide the best solutions for their clients.
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Following this morning’s EU Referendum result, we are now in a period of uncertainty which will be evidenced by market volatility in terms of sterling and in terms of shares on the UK Stock Market. The details of the exit are of course some way off, as indicated by the recent announcement of the Prime […]
The fund industry has a number of rating agencies who analyse funds and give the fund or the manager a rating as to the prospect of that fund continuing to perform well into the future. You may have seen some of those ‘ratings’ when you have been looking at funds as possible investments. But do […]