Welcome to mfdm
Our aim is to build and preserve your wealth to help improve your financial future
We’re privileged to be able to offer you an investment solution that helps you achieve your investment goals. Whatever you’re investing for, our investment portfolios are tailored to meet your risk appetite. We’ve constructed portfolios from across the market, which have been scrutinised meticulously and we’ve worked hard to offer them at a competitive price.
Where your financial adviser has recommended our bespoke portfolio service, as we’re a discretionary manager and you have granted us us the mandate to work with your funds, we will make investment decisions on your behalf. This means we can act quickly to capitalise on opportunities without consulting you. However, where appropriate, we will work closely with your adviser to ensure we always understand the impact of how any changes to our portfolios impacts you.
We also offer financial advisers the opportunity to use our new model portfolio service (MPS), allowing your financial adviser to choose one of our model portfolios that meets your particular needs and objectives
We’re proud to be working with hundreds of clients already and through the expertise of our team and our partners, we aim to grow our business through strong performance and deeply personal service.IMPORTANT: Investments can go down as well as up, so you could get back less than you put in
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.