Discretionary investment service (DIS)

Taking the work out of managing your investments

Based on the plan you and your financial adviser have agreed upon, with the AFH discretionary investment service (DIS), our in-house expert teams will actively manage your investments for you.

This way, you can rest assured that your investments are continuously being monitored and managed, keeping your financial objectives on track.

Discover a highly personalised service for your peace of mind

  • Active management of your portfolio based on the expertise and insights of our research and investment team

  • Ideal if you would like to leave the day-to-day management of your portfolio to our investment experts

  • Allows our investment managers to react quickly to market changes

Keeps costs low by using our own investment platform: we can pass the savings on to you

You are still in control

While it saves you time and effort, using our discretionary investment service (DIS) doesn’t mean you are giving up control of your investments.

We establish a strong relationship with you to ensure that we understand your objectives and your attitude to risk before embarking on your investment journey.

Keeping you informed at all times

As part of the service, you will not only be kept updated by your adviser and our experts, but you will also receive bi-annual reports detailing our investment decisions and the development of your investment portfolio.

You will also have access to our latest client portal, WealthHUB, which shows you your investments at a glance, in addition to a range of other options based on the latest, secure technology.

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Find out how we can help you

New clients

To enquire about becoming an AFH client

(Our opening times are 9am to 7pm Monday to Friday)

0333 060 5726

Existing clients

Please contact your adviser or call

(Our opening times are 9am to 5pm Monday to Friday)

0333 010 0008

WealthHUB client portal

For queries regarding your client portal

(Our opening times are 9am to 5pm Monday to Friday)

0333 230 9254