Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS

Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS
DISCRETIONARY FUND MANAGEMENT

Discretionary Fund Management (DFM) is built around the fact that every client is unique.

Cherwell Financial Services take the time to understand each client’s particular circumstances and financial objectives, both today and for the longer term, before we making a recommendation to invest in a DFM who then make any investment decisions based upon the agreed criteria.

YOU WILL HAVE OUR
PROFESSIONAL ADVICE
AND HELP

The DFM normally start by conducting an in-depth consultation to establish tolerance for risk, expected return, income requirements, tax position and any ethical views that need to be taken into account. Their aim is then to build bespoke solutions that is tailored to your specific needs and aspirations. For this reason, every Investment Manager has the autonomy to manage your portfolios as he or she deems appropriate.

The range of services also includes facilities for those who want to realise proceeds from shareholdings, perhaps for reinvestment into alternative tax-advantaged and professionally managed investment solutions. Additional support is available for investors who need help in managing tax liabilities on capital gains on the disposal of shares.

Typically Clients with investable assets worth in excess of £150,000 may consider this option, if you would like to discuss this area further, or you would like to review your existing portfolio please contact us.

Cherwell Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Office Ground Floor, Unit 15 Somerville Court, Trinity Way, Banbury Business Park, Adderbury, Oxfordshire, OX17 3SN.

Registered in England. No. 08566532

©Cherwell 2018