Our history and how we help advisers and their clients.
In late 2008, to help manage clients’ investment and pension wealth more effectively, to ensure clients’ money was managed in line with the right values and ethics, and to provide greater oversight of risk, Future Money was originally established to manage a range of investment solutions for Armstrong Watson clients and now is used by a wider community of independent financial advisers. This means clients, together with their financial adviser, can also speak directly to the fund manager looking after their money if they wish to do so.
Future Money offers a range of independently rated multi-manager investment solutions with different investment objectives. The solutions are managed around a range of risk profiles and the fund managers are able to move quickly as market conditions evolve and opportunities arise. Also, as they utilise an Open-Ended Investment Company (OEIC) structure, this allows changes to be made to investments without triggering a capital gain and potential tax liability.
Our fund managers work with Financial Planning Consultants and their clients. Therefore they understand the further value that is added by communicating directly with the business, and building a personal relationship with the Financial Planning Consultants who provide the advice to clients. This means clients can also speak directly to the fund manager looking after their money if they wish to do so.
Advisers, fund managers and you - our relationship.
Given the close relationships we develop with Financial Planning Consultants, our fund managers can provide more than the standard communication that would be available from a typical fund management group.
We provide detailed analysis of the global economy and investment markets across a range of formats. These include regular discussions and Q&A webinars with Financial Planning Consultants and frequent written market commentaries. We also deliver quarterly webinars for clients. These “Making Sense of Markets” sessions explain how the major stories of the day are affecting markets and how Future Money manages the range of portfolios in the context of these topics.
On top of these regular events our Fund Managers are always available to Financial Planning Consultants to answer specific questions relating to the portfolios or any ad-hoc market queries.
What’s more, our fund managers can also meet with you, in conjunction with your Financial Planning Consultant, to discuss your investment/pension portfolio on a personal basis. Here you can ask direct questions about how your money is being managed. If you wish to know more please contact your local Financial Planning Consultant.