FDR Investment Management is an associated company of Forshaws Davies Ridgway LLP which was initially established to give legal clients access as required to expert financial advice of a professional quality which is free from the influence of the providers of financial products.
Please note:
- The partners in Forshaws Davies Ridgway LLP have a financial interest in FDR Investment Management.
- FDR Investment Management is not regulated by the Solicitors Regulation Authority (www.sra.org.uk), so the statutory protections attaching to a client of a lawyer are not available to clients of that business.
- FDR Investment Management is authorised and regulated by the Financial Services Authority and its clients enjoy the protection of the Financial Services Compensation Scheme.
- The complaints and redress mechanisms available to clients of Forshaws Davies Ridgway LLP are provided through the Solicitors Regulation Authority (www.sra.org.uk) and the Legal Complaints Service.
FDR Investment Management Ltd is an Appointed Representative of MGP Investment Management Limited which is authorised and regulated by the Financial Services Authority.
MGP Investment Management Ltd was formed in 1992. The Company provides investment services to the following clients: -
- Private clients
- Trustees
- Pension funds
- Charitable trusts
- Limited Companies
The advice provided to clients focuses on the creation of individual investment portfolios that suit the needs of each individual situation. All recommendations are made and portfolios created specifically to take into account the needs of the individual.
The advice provided concentrates on the use of unitised funds rather than individual stocks. This includes unit trusts and similar vehicles.
The company makes full use of technology where appropriate as a means of delivering a high level of service to clients, with access to dedicated portfolio managers.
As at the end of January 2012, the company was responsible for approximately £150 million of client investments.
To find out more about our Investment Management services please contact John King john.king@fdrlaw.co.uk.
