From the Bellpenny Nest
It’s been a busy year for our sister company, Avellemy, with performance figures going from strength to strength since our launch almost three years ago.
In the last update brought to you at the end of 2016, we announced we had reached £300m assets under management (AUM), however as of the end of June 2017 we are pleased to reveal that we are now over £420 million AUM invested across our four platforms and a circa of 4,600 individual client accounts.
This is a phenomenal achievement for both us as a company and for our clients.
Avellemy provides our mutual clients with risk targeted, platform based, discretionary model portfolios through Active (growth), Passive and Income. The mandates to these models are personalised to your risk appetite, because we recognise that a one size fits all approach may not suit our individual clients.
Through a discussion of your circumstances, aims and objectives and attitude to risk, your Planner will then be able to recommend a solution suitable for your needs. If you would like any further information on Avellemy, please contact your Bellpenny Financial Planner.
If you'd like to request a brochure, please speak to your Planner. Alternatively all of our guides can be downloaded from the Bellpenny website within your login area.