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Bespoke IFA Support Services

The IFA Partnership Collective

 

Investments

 

 Investments

Often, when a Client invests through an IFA into a particular product, it is with a Life Company or Investment House. 

The IFA will have ensured that the best investment available for their Client will have been selected at that moment in time according to their Attitude to Risk.

After that, it is quite common for the IFA to lose touch in monitoring the investment, its performance and management.  Basically, this is because the investment is stuck where it has been placed and one can but hope that  it does well.

Some Wealth Management Firms operate a Multi-Management Approach.  They are usually multi-tied companies which operate a panel scheme by which Clients' investments are spread over a few top investment houses and monitored by an independent firm.  Although expensive, the thought is that the Client benefits from active management.

Well, Stirling House operate a dynamic and active Discretionary Fund Management monitoring a Client's investment too. 

The difference is that it is Whole of Market..............

 

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Stirling House Financial Services Limited are Independent Financial Advisers and are authorised and regulated by the Financial Services Authority Nš 413234