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Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AB Investment Solutions Paul Warner
AFH Independent Financial Services Ltd Stephanie Holmes
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management James Calder
Dart Capital Limited Richard Whitehead
Fiducia Wealth Management Gordon Kearney
Hartsfield Gareth J. Lewis
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
AB Investment Solutions Photo of Paul Warner
   
Company Name AB Investment Solutions
Company Website www.minfm.com
Year Established 1990
Client Base 558
Funds Under Management (£) (£):27,800,000
Number of Employees 4
Number of Offices 2
Annual Company Turnover (£) 150,000
Area Service available
Investment Yes
Pensions No
Life Assurance No
Tax Planning No
Corporate No
Mortgages No
Healthcare No
Offshore/Expats No
SIPPs Yes
ISAs Yes
Name Job title
Paul Warner Investment Director
Harry Kerr Director
Margaret Warner Director
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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