Financial advisers

Using an external specialist to manage your clients’ investments can help improve the efficiency of your business and, ultimately, its profitability.

But finding a good partner is not easy. Strong, investment performance is an obvious objective – we understand that.

You also need a partner that fits with your business – one that offers investment solutions suited to your approach. You need reliable service. And you need an organisation you trust to respect and honour your client relationships.

Shaped around your needs: Our starting point is learning about your business requirements. Being owner-managed makes us nimble and flexible enough to adapt our broad range of services to suit your needs and those of your wider client base.

Outstanding service: At JH&P, you will always be able to speak directly to the team managing your client money. We regularly feature in industry award lists for the quality of our service and our investment performance.

Strong track record: We are proud of our investment performance – we submit data to Asset Risk Consultants (ARC) and the Enhance MPI so you can benchmark our results against those of our peers. Ask to see our up-to-date performance numbers.

Our portfolio managers have on average over 20 years’ experience. Their expertise enables us to build portfolios with a blend of direct equities and external specialist funds. This has helped generate strong returns – it reduces the drag of costs and also ensures portfolios benefit from a healthy balance of conviction and diversification.

Safety first: We invest only in liquid assets that we understand. We do not want to risk your client assets being locked into complex products without opportunity to exit.

Integrity: Your clients remain yours. We see the fact the we have our own financial planning business – a separate function within the group – as a benefit to you. It means our investment managers are used to working with financial planners. They understand the issues you and your clients are facing, which can save you the time and effort of having to explain your reasoning if you need to issue instructions on behalf of a client.

Meet the Financial Adviser Solutions team

Past performance is not a reliable indicator of future performance.

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

James Hambro & Partners