We can chair Investment Committee meetings for our IFA clients. This is not mandatory but generally is the IFA’s preference.
Tailored, bespoke Investment Reviews presented in a logical and unique way are ideal for IFAs to present to their clients
EFSL constructs and maintains risk-adjusted CIPs on behalf of IFAs. Techniques have been employed successfully since 2009.
EFSL utilises extensive sources to keep abreast of economic, political and market developments and produces a monthly Investment Outlook which is well received by our clients.
Extensive knowledge of Responsible Investment, EFSL constructs and maintains risk-adjusted CIPs for this area.
Experienced in the use of tax-efficient products such as EIS / VCT / BR.