What benefits would I gain from using a Discretionary Fund Manager (DFM) for the extra costs?
Clearly there is a cost associated with using a Discretionary Fund Manager (DFM). However this should be balanced against the time, effort and cost of managing investments yourself.
This is a specialist area which involves a whole extra tier of complexity. Constructing a balanced, risk adjusted portfolio that also delivers a demonstrable positive impact, is an involved and time-consuming process.
Pennine Wealth Solutions (PWS) has also negotiated competitive terms with its chosen platform so the overall cost to the client is kept to a reasonable level. By employing a DFM in this specialist area, not only do you save a lot of time (and by association money), but you can be confident that a manager is looking after the portfolio on an ongoing basis. The level of investment discipline is also high, with risk management a key driver. This means that you can be confident that the client’s financial objectives will be met.
Please note that the Positive Pennine Portfolios are only accessible via a Financial Adviser. If you are a Financial Adviser and would look more information, please contact Sean Fisher on 07583 241668 or e-mail
Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.
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