FINANCIAL INVESTMENTS
Financial Investments was set up to appeal to advisers wanting to specialise in discretionary fund management. Members will be given permissions to offer investment, protection and pension advice on discretion, subject of course to qualification and experience. Financial Investments will support advisers who wish to carry out discretionary fund management - the next logical step for the developing IFA.
We will provide you with a platform to trade stocks, shares and funds on. There is a platform charge that is explicit and laid out as per the demonstration.
The costs start at £500 per month which includes PII, FSCS, FOS and FSA fees. However on top of the normal network charges there will be a further monthly charge for the discretionary element, to cover additional compliance work required. Visit our costs calculator to see how much you could save.
"Financial Investments is a trading style of Investments Ltd which is Authorised and Regulated by the Financial Services Authority (No. 232283).
Registered no: 4767704 England and Wales. Registered office as below."
