Services

Whether you’re new to investing, or an experienced investor we offer a bespoke range of specialist wealth and asset management services. If you know exactly what you want to do and require access to high discounts you can utilise our execution only service but those requiring further advice can take advantage of our advisory options. These are designed to simplify the way you manage your portfolio and minimise risks. As with everything we do, flexibility is key and we excel in structuring our fund and wealth management services to suit your objectives, aims and goals. This gives you access to a wide range of funds and funding options, including: ISAs, OEICs, investment bonds, Unit Trusts and SIPPs.

Our aim is to make the investment process as simple as possible. We provide a friendly and informative service and in doing so, ensure maximum long-term benefit for our clients.

Services we can offer our clients include:

Discounted Distribution, or "Execution-only"

This Service is provided to investors that require NO advice, but want a reliable source of generic research and commentary to help them make their own decisions. These investors are often referred to as execution-only, because they take 100% responsibility for the investments entered into and simply require a registered firm to “execute” transactions for them.

Under this service, investors also waive their entitlement to complain to the Financial Ombudsman Service and access to the Financial Services Compensation Scheme, should anything go awry. Because of this, they naturally expect the charges traditionally reserved to pay advisers through commissions; to be discounted.

Here at Pantheon Financial Investments Ltd, we offer a vast amount of experience, knowledge and expertise. Our scale in conjunction with other companies in the Pantheon Financial group, plus the volume of client assets passing through the Group; enables us to negotiate highly competitive terms, which can then be passed back to our clients through substantial discounts and preferential terms.

Limited Investment Advice

Insight is the key to successful investment and we operate a comprehensive investment advisory service to enable every client to make an informed decision. Our professionally qualified consultants are supported by a dedicated fund research department, which has an enviable reputation for its methodical research criteria.

This breadth of understanding, market awareness and product knowledge means we can unearth the potential investment pitfalls many of our competitors miss. We also liaise closely with the national press and a trusted network of actuarial, accountancy and legal groups to bring you informed opinion, fund news and previews. The national press regularly seeks our opinions.

Discretionary Portfolio Management

Discretionary Portfolio Management (DPM) covers a wide range of services and it is fair to say that there is a vast disparity between the best and the worst services on offer in this area of the market place. Here at Pantheon Financial we dedicate a vast amount of time to researching the market place so we know that our chosen providers are satisfactory. Indeed, when asked to comment on the level of research and due diligence we undertake before approving any of our  providers one Managing Director commented “We have been very impressed by the depth and quality of Pantheon Financial’s research. It goes far beyond what we are used to seeing from financial advisory firms.”

A DPM service is one whereby your aims and objectives, risk profile and expectations are agreed at outset with us and we then recommend an appropriate manager to oversee the management of your portfolio according to the remit set. Therefore, if a fund or holding within the portfolio is no longer suitable at any point in time the manager removes it and replaces it with an alternative. Furthermore, the overall risk profile of the portfolio is always kept within the risk parameters set at the outset i.e those you are comfortable with, so there are no unpleasant surprises as can be the case when managing a portfolio of funds yourself.  The manager ensures that holdings within the portfolio are working in a cohesive manner without too much overlap, ensuring that the portfolio does not become too concentrated towards any geographical region or sector.

Financial Planning

Some clients’ needs do, of course, extend beyond investments per se and concentrate not only upon the investment itself, but the tax treatment and practical opportunities offered by different products.

For many years, the companies that make up Pantheon Financial Investments Ltd have provided invaluable support to their clients on a range of subjects: including; retirement planning, life insurance, Inheritance Tax, school fees planning and savings plans.

By its nature, this service is more involved and requires greater input from both client and adviser before settling upon a suitable strategy; in terms of the information to be gathered and detail of any recommendations made.

To find out how our services can take your financial planning and wealth management to the next level, simply click here or call 01724 849481

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