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No-nonsense, Custom MPS by design
We're a hands-on MPS service, and we've put our own time and money into building the track record to back that up. Knowing the theory is the easy part. The harder, more valuable skill is knowing when to actually apply it, especially when markets aren't behaving.
About our Personalised Custom MPS approach
A message from our founder
Twenty-five years of working with financial planners has taught us one thing: advice only means something if the portfolio behind it is actually built for the client, not lifted off a shelf. That's why we don't do generic Model Portfolio Services.
Plenty of MPS providers charge advisers a lot and hand back very little for it. We'd rather be judged on the opposite — an institutional-level service, properly built and managed, where the fee reflects the work.
It doesn't matter whether you're a two-person practice or a firm managing hundreds of millions, or whether you need an MPS built from scratch or an existing one taken off your hands. That's the job.
If that sounds like what you're after, get in touch.
Glyn Chetwynd
Glyn has more than 25 years' experience in financial planning. Alongside his work as an investment consultant, he has deep technical expertise in due diligence and research, retirement planning, and inheritance tax, trust and protection planning.
Outside of work, he's usually out mountain biking or hiking, and reads widely on ancient history, statistics and mathematics
