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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
AFH Independent Financial Services Ltd Leonid Nji
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Dart Capital Limited Richard Whitehead
Dennehy Weller & Co Ltd Brian Dennehy
Equilibrium Asset Management LLP Mike Deverell
Fiducia Wealth Management Gordon Kearney
Gemmell Financial Services Limited Matthew Masters
Holden & Partners Amelia Sexton
Minerva Fund Managers Limited Paul Warner
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
The Share Centre Andy Parsons
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
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.

   
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
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages Yes
Healthcare No
Offshore/Expats Yes
SIPPs Yes
ISAs Yes
Name Job title
Jeffrey Deans Managing 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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