Financial planners
Becoming an extension of your planning team.
Enhance your client relationships
by making use of our investment management
expertise in a wide range of areas, and choose
those that best suit your clients’ needs.
Comprehensive solutions.
We provide investment funds and portfolio management options for all client segments, with £1m of assets or more.
Our dedicated investment service for Financial Planners also draws from our Multi-Asset portfolios.
Building relationships.
Strong relationships built on trust are fundamental to our business. So, we take time to get to know our financial planning partners and the needs of their clients, giving them access to a dedicated, bespoke investment management service tailored to those needs.
Brown Shipley Funds:
Get in touch
Interested in learning more about our services. Complete the form below to speak to one of our advisors.
To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
