Bespoke Discretionary Management Solutions

Welcome to Rensburg Sheppards' dedicated website for Independent Financial advisors, Financial Planners, professional advisors and their clients.

Using our financial investment experience and expertise, we have developed a range of specially designed models and bespoke solutions.

Our service provides a discretionary investment management facility across portfolios, ISAs, offshore wrappers, pension funds, charities and trust assets, plus specialist portfolios for IHT mitigation (AIM) and exposure to alternative assets.

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Our nationally-based Investment Managers are supported by a dedicated research team.

The online Portfolio Valuation (portval) facility ensures both you the professional adviser and your clients are fully informed of their investment with Rensburg Sheppards.

Rensburg Sheppards is one of the UK's leading independent investment management companies with responsibility for £12.1 billion* of clients' assets.

*As at 30 September 2009

Offices in: Belfast, Cheltenham, Edinburgh, Farnham, Glasgow, Leeds, Liverpool, London, Manchester, Reigate and Sheffield.