Helm Godfrey has chosen discretionary investment management (DIM) firm PortfolioMetrix as its centralised investment proposition provider, with a view to offering "flexible investment options" for clients.
The IFA firm said it had chosen PortfolioMetrix because it complemented its own investment process and it believed its broad range of available investment approaches would be suitable for around two-thirds...
Despite improved risk appetite
FOS award limit increase
Relates to 136 million transaction reports
Ceremony will take place 13 November