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You are here: AFI Panellists

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
Whitechurch Securities Limited Photo of Jonathan Moyes
Whitechurch Securities specialise in financial advice and discretionary management services. Our assets under discretionary managements are in excess of £300m. Whitechurch is committed to increasing client portfolio values over the longer term by employing a research intensive process. The key objective is to ensure that clients’ receive suitable portfolios that meet their risk / reward criteria. We believe that the key determinant in investment performance is the mix of asset classes into which the portfolio is invested. Asset allocation is formulated through the structured investment meetings, based on top down views of the relative value of and between asset classes going forward, given the investment climate. We employs a core/satellite approach, whereby the mainstay of the portfolio will comprise of “buy and hold” investments that are chosen based on their long-term value dynamics and their potential to offer an attractive long-term risk/reward profile. These will be supplemented by adding short-term tactical positions, used to exploit short-term valuation anomalies and cyclical opportunities and threats. We use an in-house quantitative driven process to analyse funds for consistency of performance, but place emphasis on meeting fund managers in person to understand their investment philosophy and process in detail.
Company Name Whitechurch Securities Limited
Company Website
Year Established 1982
Client Base 7,000
Funds Under Management (£) 400,000,000
Number of Employees 35
Number of Offices 2
Annual Company Turnover (£) 6,300,000
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages No
Healthcare Yes
Offshore/Expats Yes
ISAs Yes
Name Job title
Jonathan Moyes Head of Research
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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