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To all high fliers: We're not full of hot air...

Teaming up with one of the UK's largest independently owned private client investment managers and stockbrokers gives you and your clients access to a dedicated team, and lets you tap into the wider resources and expertise of Redmayne-Bentley.

Working with Redmayne-Bentley

We provide a wealth of experience in investment management, dealing in stocks and shares across our branch network, which allows us to offer a high quality service to match the specific needs of your clients.

Our emphasis is on genuinely bespoke investment management and on developing strong relationships with you and your clients, based on trust and mutual understanding. We aim to provide high quality economic investment management with good long-term performance and a personal service.

Benefits

We can work with you to:

  • Reduce your risk - you transfer the investment risk to us.
  • Maintain your income - we can pay you based on our current understanding of the RDR rules providing the client has agreed to this payment and you maintain a relationship with your client, reviewing their situation regularly.

We can work with you if you want to:

  • Maintain your client relationships - you choose whether we communicate through you or direct with your client, with copies to you.
  • Service all your clients - we manage bespoke portfolios from as little as £40,000, with a collective based managed option available for clients with between £5,000 and £40,000 subject to its medium risk, balanced remit being suitable for them. An execution-only service is also available for clients who wish to make their own decisions.
  • Manage the relationship effectively - use our intermediary web access to view all your clients’ portfolios online, including the ability to allow management or compliance to view all whilst individual advisers are restricted to their own clients.
  • Grow your client base - there is the potential for cross referrals of Redmayne-Bentley clients needing financial advice.

This relationship could turn RDR to your advantage and allow you to provide a full service to your clients, whilst concentrating your efforts on providing the advice they need.

Due Diligence

A due diligence pack is available onrequest by contacting info@redmayne.co.uk or calling Jon Moody on 0113 200 6405.

Agent Terms of Business

We have a specific Agent Terms of Business. We can deal with you as our client (agency) or as an introducer. For further information please call Jon Moody on 0113 200 6405.

Investment Management Fees and Adviser Charges

Download details of our fee structure (PDF - 19Kb).

Risk Warning

Investments and income arising from them can fall in value and investors may get back less than originally invested.

The services referred to in this website may not be suitable for all private investors; before taking any action based upon this website you should consult ourselves or an independent adviser.

If you require more guidance with investment decisions or wish to place the management of your portfolio in expert hands, please contact your local branch or call 0113 200 6405 and we will discuss with you the suitability of our services and products.

Services

The Collectives Portfolio Service
A managed service for portfolios between £5,000 and £40,000, which aims to deliver a balanced strategy of capital growth and income for your client whilst diversifying risk by utilising collective investments.

The Inheritance Tax Portfolio Service
The Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without limiting access to and ownership of the capital. By taking advantage of Business Property Relief (BPR) on qualifying shares your client can claim 100 per cent tax relief once the portfolio has been held for two years.

The Advisory Portfolio Service
The advisory service is designed for clients with all levels of experience who want to take an active interest and be in control of the construction and ongoing maintenance of their portfolio, but wish to take advice on the strategy employed and the assets to be held.

Bespoke Discretionary Service
The bespoke discretionary service can be tailored to suit your clients’ individual circumstances, objectives and timescales. For instance a portfolio can be constructed to provide regular redemptions to pay for school fees or high levels of income to supplement a pension, or an increased risk profile to try and achieve higher levels of capital growth for when it may be needed in future years.

Value Investment Portfolio (VIP)
The Value Investment Portfolio (VIP) has an overall objective of medium to long-term creation and preservation of wealth utilising an overall medium level of risk. If you wish to pursue a more individual investment policy then our bespoke discretionary service may be more suitable for your clients’ needs.

Execution-Only
For those who wish to make their own decisions.

Intermediary Login

Our dedicated Intermediary Web Access site is now available allowing you access to view your clients' portfolios online.

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For further information call Jon Moody on 0113 200 6405.

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Alternatively call Jon Moody:
0113 200 6405

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