IFA Exeter
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Active Management

Our core belief is that clients will benefit from having their investments actively managed by both Fund Managers of collective funds and also a Wealth Manager. This can offer the opportunity for regular and consistent involvement in managing your portfolio and agreeing recommendations going forward or even allowing the Wealth Manager to manage the portfolio at discretion on your behalf.

Our approach is to invest the core of a portfolio within actively managed investments and that any satellite coverage may be invested as a passive approach, to allow investment in more specific areas, like country or sector indices.

Buy List
A buy list is an inventory of researched investments that meet our quantitative and qualitative criteria. Once an investor's needs have been identified, investments can be selected from this list to meet the investor's risk and requirement objectives. Continual review of the buy list means the investor has the comfort that these investments will offer ongoing suitability.

Our buy list is reviewed each month at the Invest Together Investment Committee meeting. Failure of any investment meeting the criteria may result in it going on review and ultimately complete removal from our buy list. This triggers a client contact to consider new options.

  Managing Costs
One way that we reduce costs to the investors is by using directly held investments such as stocks and shares, corporate bonds and gilts. We have always offered institutional collective share classes where available. However, following the changes to adviser charging on collective investments we now also offer clean share class funds, which are more cost effective than the retail share classes.

IFA Exeter

Invest Together
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In Retirement
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Investment proposition
About us
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Financial Advisor Exeter
Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH

Raymond James Investment Services Limited is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
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