Welcome to MFDM

We are an independently owned company that specialises in discretionary fund management.

Working in conjunction with you and your financial advisor, we aim to create and manage a portfolio of investments tailored to your investment objectives and risk preferences. We will then actively monitor your portfolio and the performance of the relevant funds, making necessary changes when it is appropriate to do so, enabling your advisor to focus on your personal financial planning needs.

Your financial advisor will determine whether it is suitable for you to invest into one of our model portfolios, or instead it may be appropriate for you to take up a bespoke solution to fit your needs.

You can always be assured that we will manage your money with the highest levels of integrity, skill and attention.

Investments can go down as well as up and you could get back less than your invested.

Services

  • Discretionary investment management
  • Model portfolios or bespoke investment solutions
  • Ongoing monitoring of your investments
  • Reliance on your financial advisor to determine your risk profile and the suitability of the service
  • Online access to your portfolio

Giving Our Clients Peace Of Mind

Once your financial advisor has determined your objectives and risk profile, we can help you to grow your capital by building a portfolio that meets your needs.