Thrashing out a post-Brexit deal is proving to be as tough on the markets as it is for the Government. Global political volatility certainly isn’t helping matters, with each new headline changing the game. While our country navigates these unchartered waters, making the most of your investment portfolio demands an agile and responsive approach. That’s why at Moyes Investments we’re delighted to tell you that Antony is recently qualified and Moyes is poised to become a discretionary fund management (DFM) company.  Here’s why this development is such big news:

The ultimate upgrade

Antony is determined to be one of the few IFAs who can offer both advisory and discretionary fund management. To have an IFA with DFM status assures you that a qualified and highly experienced advisor is handling your money. Having someone adept at moving in volatile markets, and with the knowledge of how to handle tricky times is invaluable.

Making a difference

To switch funds or move any money, an IFA must seek permission from their client each and every time – and the time delay of getting a response can mean chances are missed. With a DFM, that changes. You give them this authority at the beginning of your working relationship and the DFM can then respond to any changes or seize any opportunities swiftly on your behalf.

The need for speed

Being fast and proactive is the name of the game for DFMs. The investments they manage are on customised portfolios so that clients can be switched to another fund or strategy easily. This gives a tactical advantage to the DFM, who will be constantly looking at the markets to maximise the return of their client’s portfolios. Coupled with the personal client care that Moyes Investments guarantees, it’s an active strategy we’re excited about rolling out to secure the best possible results for all of our clients.

Monitoring the situation

With stringent regulation in place it’s safe to give your DFM this level of access to your portfolio. Moyes Investments will be operating under the watchful eye of  2 appointed Investment Fund Managers and an investment committee who meet monthly to check the funds and make sure we’re maximising the opportunities for our clients. We can’t wait to share the results with our clients and to find out just how much of an impact Antony’s DFM status will have.

If you’re interested in finding out more about how we can help you make the most of your money and help your wishes come true, please call 01638 429975 or email [email protected]