Clients of firm of independent financial advisers will be able to enjoy even greater support with their investments following the launch of a new service.
Worldwide Financial Planning has announced that clients will now be able to use discretionary fund managers (DFMs) through the firm’s existing wealth management platform.
A DFM is a professional independent manager who supports investments based on guidelines, such as client risk profile or preferences.
Chartered financial planner Christopher Rowe, said: “Through our investment platform we now have the ability to work with a range of discretionary investment managers that we have spent time understanding.
“We believe that the addition and ability to use a range of third party investment managers will greatly enhance our client facing investment offering.”
The move comes after Worldwide’s investment committee spent the last 18 months carrying out research and due diligence on a range of DFMs.
The firm gained further support from Financial Express, which provided a range of specialist investment research data.
Rowe added: “We have taken our time on due diligence researching different investment groups in order to choose the right DFMs.
“We’ve also interviewed managers to ensure they fit in with Worldwide’s values and ethos.”
