InvestwithQ allows IFAs to access Tideway Investment Partners Discretionary Management for their clients investing in SIPPs, ISAs and in un-wrapped managed accounts.
- The same capital preservation approach and high quality investment process as Tideway use with their high net worth customers
- Low entry level: around £100,000
- Multi asset, multi strategy portfolios targeted at Income or Growth
- Invested in individual global shares, Exchange Traded Funds, third party managed multi asset funds and Investment Trusts
- Significantly lower portfolio costs compared to other DFMs with portfolio expenses as low as 1% achieved through:
- a fixed management fee
- low cost fixed price dealing online stock dealing accounts
- low cost underlying investments avoiding high charging retail funds
- RDR compliant structure with total transparency and no commission payments
InvestwithQ offers IFAs two business models
- Building a practice. By keeping portfolio expenses to around 1%-1.25% IFAs can charge their clients both initial advice fees collected via the portfolio and up to 0.75% p.a. ongoing asset based fees, again collected via the portfolio, whilst keeping total costs to under 2% per year. InvestwithQ portfolios are ideal for:
- Pension consolidation into SIPPs
- Income draw down via SIPPs
- ISA portfolio management
- Investing a capital sum to utilise CGT allowances
- Selling a practice. InvestwithQ can provide a full DFM and ongoing advice solution with total annual expenses of less than 2% p.a. to customers whilst paying retiring IFAs a generous practice buyout consideration.
To find out about, fee options, practice buyout, past performance, portfolio construction and our service proposition in detail please contact:
James Baxter
+44 (0)7980 845137
james.baxter@tidewayinvestment.co.uk
InvestwithQ is a trading brand of Tideway Investment Partners LLP, a company authorised and regulated by the Financial Services Authority.