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Investment Fund Advisor

Find an asset manager or investment advisor suitable for your needs here! They can provide advice on selecting suitable investments based on your personal requirements and needs.
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What type of investments could be of interest to you? (Tick all that apply)
Equities Mutual funds
Hedge funds Bonds
Real estate Commodities
Structured products Premium Bonds
Other (please specify in free text box below)  
 
 
What is the approximate value of assets to be invested? (in £)
 
 
Describe your riskprofile
 
 
How long is your investment horizon?
Less than 1 year
1-2 years
2-5 years
5-10 years
10 years or longer
 
 
Are you investing for a special purpose?
Retirement New home
Travel and leisure Education
Create inheritance Buffer
Other (please specify in free text box below)  
 
Do you have any specific preferences in terms of investment criteria?
Ethical Tax efficient
High liquidity Regular coupon/yield
Access to personal advisor/regular investment updates Low fees
Other (please specify in free text box below)  
 
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