Tools

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.

AFI Panellist

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

Company Profile

Save & Invest (Financial Planning) Limited

Photo of Jeffrey Deans

Save & Invest has provided independent investment advice over the last 4 decades, with a well- developed process for creating diversified portfolios with specific volatility aims.

Through a unique custody service, paid for by Save & Invest, clients costs for full portfolio administration (including safe custody and dealing), portfolio monitoring, reporting and advice are under 1%, which makes the service one of the best value propositions in the UK.

All clients have a dedicated adviser with a deep knowledge of their situation and objectives. Within the advisory team there are specialists in estate planning, pension planning and tax planning; each with the skills to help clients understand their financial and investment strategy.

All clients are made aware of the risk of investment, so we do not simply emphasise periods of positive returns, but also show how different styles of portfolios have been negatively affected at various time periods. All investment clients have a strategy agreed to cope with potential volatility.

The ongoing service provided to clients is delivered both through our own technology and face to face with regular reviews involving a comprehensive review document, meetings and advice. We also offer clients their own webpage which allows them to view their portfolio in a number of ways.

The aim of Save & Invest is to help clients keep costs and tax as low as possible, so that investment returns are maximised.

Quick Statistics


Company Name	Save & Invest (Financial Planning) Limited
Company Website	www.saveandinvest.co.uk
Year Established	1988
Client Base	1,300
Funds Under Management (£)	£857m
Number of Employees	39
Number of Offices	4
Annual Company Turnover (£)	£4.2m