Welcome to the David Allen Financial Management Fund Supermarket.
- Have you already made your mind up which ISA you would like to invest in?
- Would you like to conduct your own research and choose your own ISA, Unit Trust or OEIC fund?
- Would you like to transfer a PEP from another provider to one or more funds that you have selected yourself?
- Would you like to hold all your PEP, ISA and Unit Trust/OEIC funds with one management company to save on paperwork?
Now you can through David Allen Financial Management's own portal to FundsNetwork operated by the highly respected Investment House Fidelity!
FundsNetwork provides access to literally hundreds of external investment funds as well as Fidelity's own funds on just one platform. This means you benefit from the simplicity of one valuation, one point of contact and discounted fund switching terms.
The majority of our clients don't have the time, inclination or experience to research and purchase their own investments, but at David Allen Financial Management we recognise that some do like to make their own investment choices with some or all of their investments and so we want to facilitate that option through our own portal.
Of course if you decide that you would like to receive advice then we would me more than happy to provide that advice at no additional cost.
From time to time we intend to offer information on funds that we recommend as Personal Favourites which may be suitable for your investment portfolio with special discounts available. So keep checking back here for further developments!
If you want to take a closer look at what's available or if you would like to make an investment, click the link below
Click here for Funds Supermarket
