Financial Planners

The Brown Shipley Platform Model Portfolio Service has a Defaqto 5 Star Rating. Brown Shipley’s Model Portfolios 3 to 8 have attained risk profile ratings from Dynamic Planner.

We understand the need be part of a trusted team. Our services are designed to help you deliver a seamless extension to the day-to-day service that you offer to your clients. The strong relationship we enjoy with many Financial Advisers is fundamental to our business. We offer a wide range of services that have been tailored to enable you to decide which are best suited to meet the needs of your client.

Discretionary Portfolio Management

The Brown Shipley Discretionary Portfolio Management service allows you to maintain your client relationship whilst giving them access to a dedicated investment management team. Understanding that your clients’ funds require careful management, our Wealth Management team work with them to understand their ambitions and risk attitude to produce a portfolio bespoke for them.

To find out more about the discretionary management service we can offer your clients please click here.


Managed Portfolio Service

A bespoke approach may not be right for every client. Our Managed Portfolio Service offers the benefits of our discretionary managed service, delivered via a simplified process. There are five different funds which are managed with different objectives and levels of risk. The investments are held within a fund that is managed to deliver the core requirements of the Brown Shipley mandate that is best suited to the client’s investment aims.


AIM Portfolio Service

The Brown Shipley AIM Portfolio offers an opportunity to shelter a part of your estate from Inheritance Tax (IHT) after two years, while still retaining full control of the assets and the income they earn. The AIM service we offer is a part of our discretionary service and is a bespoke client offering and not a pooled investment.


Lending services

We offer a range of lending facilities that can assist you and your clients in effectively managing their assets and liabilities. We view lending as an important tool in the financial planning process. Our Service includes lending against portfolios, residential mortgages and buy to let mortgages.

Contact Details

Steve McDonald, Brown Shipley Private Bank

CONTACT

Steve McDonald
Business Development Director
Email Steve
Call: 0161 214 6562

CONTACT

Gavin Wiggans
Business Development Director
Email Gavin
Call: 0161 214 6527

Defaqto is an independent researcher of financial produces, focused on providing intelligence to support better decision making. Learn more about Defaqto Star Ratings by visiting www.defaqto.com/star-ratings

Distribution Technology (“DT”) has reviewed and profiled a range of investment portfolios offered by Brown Shipley within the risk profiles used on the DT Dynamic Planner® platform.  The main objective of the DT risk profiles and fund risk profiling service is to provide financial advisers and their clients with a meaningful measure of the long-term investment risk of fund strategies and a mechanism for selecting funds appropriate for investor risk appetites and capacity for risk.

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