Pantheon Financial Investments Ltd

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0113 200 1141
 

Personal service

on ISAs, Unit Trusts, OEICs,
Bonds and SIPPs...

Minimum effort

Find out more

Discount brokerage and investment

where you’re more than just an investor...

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Pantheon Financial Investments Ltd

As a financial advisor, we set the standard for the delivery of customer-driven investment solutions. From execution-only dealing to wealth management services, we have the expertise to deliver outstanding value-for-money and the resources to provide a single point of contact for all your investment needs.

For the last 26 years we have specialised in providing our clients with discounted ISAs, Unit Trusts, OEICs, Bonds and SIPPs, and offer a level of personal support few other financial service providers can match.

Personal service is our number one priority, so there are no automated queues and you will always speak to someone with your interests in mind. Please explore our website to learn more, or if you prefer, simply pick up the telephone and call us on 0113 200 1141 .

Please view our:  Privacy Policy & Terms and Conditions and Risk Warnings.

Explore our services

For new business or transfers received by PFIL via Cofunds by 30 May 2014, we will waive, for one year, our usual ongoing charge of up to 0.5%.

This means that your total ongoing costs will be reduced for the first 12 months of the investment.

The RDR has brought with it greater clarity in terms of the discounts that the brokers are allowed to offer. Historically, payments to brokers have been bundled, which allowed some firms to offer deals which presented hidden costs to the consumer.

The PFIL offer is very simple and straightforward with no hidden switch fees, transaction charges or flat fees. Under the terms of the offer, the ongoing fee payable to PFIL will be waived, but the annual management charge levied by the fund manager will vary from fund to fund.

Contact PFIL with details of your fund selection for a full analysis of the huge savings available. This offer applies to new business and ISA transfers of assets not previously held with PFIL, Pantheon Financial Management, or any member of the Pantheon Financial Ltd group or companies (i.e. previously held directly with the provider or through another broker/adviser firm).

Offer only applicable to funds invested on an execution only basis. The special offer is not available via advised business. Normal ongoing fees will commence after a period of 12 months from the date of the investment.

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Why choose Pantheon Financial?

  • We have been very impressed by the depth and quality of Pantheon’s research into our funds. It goes far beyond what we are used to seeing from financial advisory firms.

    Guy Myles - (MD and Founder of Octopus Investments)

  • Since Neptune’s inception, we have been acutely aware of the influence and excellence of the Pantheon team. They have exacting standards for themselves as well as from us, meaning the very best service for their clients.

    Robin Geffen - (Chief Executive of Neptune)

  • I’ve been with Pantheon for over 12 years and I wish my bank, insurance and utility companies practised personalised customer service as Pantheon does with me.

    Bruce Benson - (Private Client)