At Allenbridge we have 20 years experience as an Independent Financial Adviser, and pride ourselves on being a research organisation that developed into an IFA group, not the other way round.
We specialise in assessing how fund managers operate and measure the returns they achieve. Our award-winning team of actuaries and investment consultants keep constant watch on the wide range of funds available using our proprietary assessment process. We spend a great deal of time meeting fund managers because we believe the fund manager has a major impact on the future prospects of the funds they run. With our thorough approach Allenbridge has built up an expertise and specialist knowledge that few can match.
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Because of our strength in the market we have special terms for investors who use our services, which means that you do not pay the standard initial fund charges when investing through us. Your investment buys extra units in the funds that you choose so that more of your money is working harder for you.
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Some brokers offer a tempting way into investment products by passing on all or some of their initial commissions earned, thereby reducing their initial fees and start-up costs. But there is often little or no further support or help for you after the initial purchase.
Even fund managers will only provide a limited service. You are unlikely to get much more than a half-yearly valuation and the manager.s broad overview of the investment world.
But at Allenbridge, we pride ourselves on the level of service offered through AllenbridgeCare (See No 7) and our helpful and informative customer care staff.
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If you have accounts with different fund managers, no-one will centralise this information in one report, and it will probably arrive at different times of the year. This makes it very difficult to follow the progress of your entire portfolio. But investing through Allenbridge brings all your administration under one roof.
Our package of regular information and expertise which you receive at no extra cost means that not only are you getting far more for your money, but also, by acting on the information, your funds will be more manageable.
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Allenbridge has been included in the Top 50 Most Influential Professional Advisors in the UK. In 2005 and also in 2006 we received The Best EIS Analysts Award.
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In recent years we have extended our expertise and are helping investors select hedge funds, wealth management services, charity funds, enterprise investment schemes, Venture Capital Trusts, film partnerships and property funds.
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AllenbridgeCare is a total package of carefully researched support for your investments that makes for a better way of monitoring their performance.
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Every 3 months you get a clear overview of your portfolio; how many units you hold of each fund, the selling price and their value . all consolidated on one sheet and broken down by market sectors.
Every three months we give you a thorough performance review on every fund you hold, with recommendations based on detailed research on whether to .hold. or .consider transferring., along with recommended replacements.
Twice a year you will receive our comprehensive investment publication, ISA Direct, which looks at all the funds across the market and recommends what are, in our view, sound choices. It also gives you a list of ready-made portfolios based on level of risk and investment objectives.
You can buy or switch funds with maximum discounts from our funds supermarket partners Cofunds and Fidelity FundsNetwork.
We rebate any initial commissions so that a fund that should cost 5% buying direct may cost only 0.5% through our supermarket partner.
For the experienced investor we provide ranking tables detailing the performance of all funds on the market. Produced monthly, they are available on request or canbe viewed on our website at www.allenbridge.co.uk
We monitor your funds monthly, looking for performance significantly different from others in the same sector, or for a detrimental change in fund manager. If on investigation we believe there is cause for concern we will write to you promptly.
AllenbridgeCare is our service package that includes: