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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
Chelsea Financial Services Photo of Darius McDermott
Chelsea Financial Services pioneered discount broking back in 1983. For our main Chelsea Leaders buy list, funds must be available on the Cofunds platform. We run a quant screen and our research department meets over 300 fund managers per year. We also conduct over 500 fund manager questionnaires per year. We analyse funds in detail, risk rating them and assessing the performance of funds through different market conditions to compile a varied fund selection.
   
Company Name Chelsea Financial Services
Company Website www.chelseafs.co.uk
Year Established 1983
Client Base 50,000
Funds Under Management (£) 1,000,000,000
Number of Employees 15
Number of Offices 1
Annual Company Turnover (£) 5,000,000
Area Service available
Investment Yes
Pensions No
Life Assurance No
Tax Planning No
Corporate No
Mortgages No
Healthcare No
Offshore/Expats No
SIPPs Yes
ISAs Yes
Name Job title
Darius McDermott Managing Director
Juliet Schooling Latter Research Director
Sam Slator Head of Communications
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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