Brooks Macdonald Asset Management has joined forces with FB Wealth Management to offer it access to its Bespoke Portfolio and the Managed Portfolio services.
FB Wealth Management is one of the largest providers of independent financial advice in the Humber and Lincolnshire region. It is owned by Forrester Boyd chartered accountants. The Bespoke Portfolio service is designed for private clients who require an individual investment portfolio constructed to reflect their investment objectives, tax status, attitude to risk and other personal circumstances. The Managed Portfolio service provides FB Wealth's clients access to a choice of five actively managed, risk-rated, diversified portfolios which invest in a wide range of investments - unit ...
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