Investment

PFMs investment advice is fully independent. We are committed to providing professional and impartial investment advice, offering a fee or commission based service. Our in-house investment committee includes 2 full-time researchers who regularly assess the investment market place with an eye on long-term performance and financial strength. The investment committee regularly meets with fund managers, conducts research and produces a quarterly investment bulletin by email.

If you would like to receive the regular investment bulletin please complete our request form.

Portfolio management is at the heart of our investment service. We strongly believe that a structured portfolio including a broad asset mix ('asset allocation') is key to creating wealth for our clients.

Practice Financial Management Limited is authorised and regulated by the Financial Services Authority. For more details please refer to About PFM / Regulations.