We offer Restricted advice as defined by the FCA, which means that if we make a personal recommendation of an investment solution to you, it will be from Bordier UK’s range of investment propositions and will reflect your needs and your approach to risk. We do not provide advice on any aspect of pensions, drawdown, pension transfers and income drawdown.
We are one of the few private, fully independent, family-owned businesses of scale operating in the UK investment management market. As such we understand the challenges of investing through the generations – we can focus on our clients’ long-term goals, rather than the short-term targets of external shareholders. We marry a contemporary approach to managing money with the old-fashioned values of high-quality client service and importantly we have no in-house products or funds of our own that could compromise the impartiality of our services.