Exemplary service standards are our partners’ expectation and our core objective

Support for financial advisers

We work collaboratively with you to build a long term trusted relationship that in turn provides a suitable investment solution for your clients.  This allows you to focus on your clients and their holistic needs.  By outsourcing to Wellian Investment Solutions, you will benefit from using our discretionary investment permissions that save you time and reduce investment risk. Our range of model portfolios allows you to provide a professional investment management service to your clients even if they do not have large sums to invest.

Portfolios

We design, construct and manage risk-graded model portfolios for your investors.

Our nine model portfolios are available on many adviser platforms or directly through our own internal administrative system.

To find out more about our model portfolio service, click here 

Additional service features

When you are considering using our investment models we are able to review your clients existing portfolios and provide historical performance statistics.  We are also able to compare our own model investment performance over various time periods.

Our charges

Our approach is simple and transparent. Our fees are charged as a percentage of funds managed and include the costs of custody and administration where applicable. There are no transaction charges, performance fees or entry or exit charges.

Meet our Team

To help advisers we hold regular investment lunches where we update you on changes to model portfolios and asset allocation, as well as looking at the markets and future trends.  Our adviser partners always have access to our analysts who can answer detailed questions and provide the latest portfolio information.

If you are interested in attending, please contact us on 01892 550600 or sales@wellian-is.com to check availability and reserve your space.