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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
The Share Centre Photo of Andy Parsons
The Share Centre is one of the UK’s leading retail stockbrokers, which provides a home for over 270,000 investors’ accounts. The Share Centre acts mainly as an execution-only stockbroker.

We provide investors with sound advice and the practical tools to make investing easier. We do this by sharing our knowledge, insights and expertise to enable people to invest with confidence.

Our investor accounts and services are designed to make investing in the stock market easy. From investing for children, to building up money for retirement, we have an account to suit investment aims.

Andy Parsons, head of investment research, and Sheridan Admans, investment research manager, manage our preferred list of funds, the Platinum 120 and the Sharefunds SF Portfolio OEIC, a fund of funds with three sub funds. For entry in to the Platinum 120 or the SF Portfolio, funds are heavily appraised from both a qualitative and quantitative perspective.

   
Company Name The Share Centre
Company Website www.share.com
Year Established 1990
Client Base 227,000
Funds Under Management (£)
Number of Employees 150
Number of Offices 1
Annual Company Turnover (£) 14,000,000
Area Service available
Investment Yes
Pensions No
Life Assurance No
Tax Planning No
Corporate No
Mortgages No
Healthcare No
Offshore/Expats No
SIPPs No
ISAs Yes
Name Job title
Andy Parsons Head of investment research and advisory services
Sheridan Admans Investment research manage
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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