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Our success is ensuring
your success.

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.

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.

Comprehensive solutions.

We provide investment funds and portfolio management options for all client segments, from clients with £500,000 of assets or more.

Discover more about our investment management service.

Our dedicated investment service to Financial Planners also draws from our Managed Portfolio Service, and our Multi-Asset portfolios.

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investment management service.

Brown Shipley Funds
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AIM Portfolio
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Model Portfolio Service
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Past performance is not a reliable indicator of future results. The value of investments and any income from them may fluctuate and is not guaranteed. Investors may not get back the amount originally invested. Currency fluctuations may cause the value of underlying investments to go up or down. Changes to interest rates can affect the value of high yielding bonds. The yield generated is subject to fluctuation and is not guaranteed. References to taxation referred to on this site are those available under current legislation, which may change, and their availability and value depend on individual circumstances.

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