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Showing posts from March, 2018

Why do we use Rayner Spencer Mills Research (RSMR)?

As part of our centralised investment process we use the research services of RSMR to construct our range of model portfolios. RSMR first launched their online fund ratings service for advisers back in 2007 and this offers us the widest range of ratings covering active and passive funds, Socially Responsible Investment-themed funds, multi-asset fund ranges, investment trusts and Discretionary Fund Managers. Their ratings are awarded following a rigorous process and are supported by factsheets and guides. Each factsheet provides background information, a summary of the investment process, comments and opinions. The team at RSMR have many years’ experience and maintain their market knowledge by meeting with the fund management community, market analysis and their own continuing professional development.

Their research is completely impartial and they cover the whole market composed of all funds across the universe of the Investment Association (IA) sectors. RSMR review and research fund…

Michael Crisp has achieved Chartered status

Michael Crisp, Director of Allen Tomas & Co Financial Management Ltd has now achieved Chartered status.

This means both Directors Ben Allen and Michael Crisp have now been awarded the prestigious Chartered Financial Planner designation.

Michael’s intentions are to continue his study and become a Fellow of the CII. As previously communicated, we recently became a Chartered firm of financial planners and Michael’s achievement reinforces our ethos and commitment to raising standards.