Fundhouse

Specialist Investment Services for our Clients

Fundhouse is a leading investment adviser specialising in fund research, ratings and portfolio construction services.

Together with Fundhouse we have developed a customised range of ‘Model Portfolios’ which represent the best investment view and the most appropriate way to implement our financial planning advice. These portfolios target a range of client outcomes and are reviewed and managed on an ongoing basis by Fundhouse. The portfolios consist of a range of leading funds which collectively deliver your investment solution. This is based on Fundhouse extensive and independent research process and portfolio construction expertise.

Adfinity Financial Consulting has open access to the Fundhouse team to ensure that all investment advice provided to clients has been tested as far as possible by using comprehensive and objective fund research.

Our relationship and services to our clients remains exactly the same. Once we have established your investment requirements, we decide, with our clients, which of the Adfinity Model Portfolios to utilise as part of the financial plan. From then on, the portfolios are managed on a continuous basis and we can focus on servicing our clients and their needs. The overall Fundhouse service offering is actively monitored by us to ensure that our clients receive leading service levels they expect.