Skip to main content

Managing Your Wealth
Day And Night

Luna is the North West’s largest independent discretionary management firm

We are experienced investment managers. We seek to help our clients and their families plan for the future by providing tailored, risk-based investment management solutions to help them achieve their long-term financial goals. We have a robust approach and a hand picked team of experts to manage your investments.


Building long-term relationships through bespoke investment management

Our Approach

We help you to make invetsment decisions that align with your immediate and long-term objectives

Our Services

Our core service is discretionary investment management where clients give us authority to invest money on their behalf

For Intermediaries

Luna works closely with intermediaries to enhance their client relationships through providing our bespoke investment management services

With over 200 years of combined investment experience, you’re in safe hands.

Investment Management is our core discipline. Our investment service goes far beyond simply advising where to invest your money. Everybody has individual and often complex needs when it comes to investment strategies. Your objectives are ultimately determined by you, but we are here to help and advise along the way.

Client and Partner Testimonials

Pareto are delighted to work with Luna as part of our investment proposition for our clients. The client communications are always excellent and are invaluable, particularly given the volatility we have seen in markets. The team boast a pedigree of experience, are approachable and the track record they have delivered is also an important part of our collaboration.

Paul StonesManaging Director, Pareto Financial Planning

We have dealt with members of the team at Luna for over 20 years and have found them to be professional, trustworthy and go above and beyond to help. They offer a first class personalised service and we would highly recommend Jim and his team at Luna.

E. KenyonGoogle Review

We have recommended the Luna model portfolios via our chosen platform since launch given our close relationship and trust in Alex Brandreth as an investment manager. We have not been disappointed and portfolios have provided our clients with strong returns against benchmark over the past couple of years.

E. KingManaging Director, Ian King Financial Planning Ltd

I have had over 20 years of consistently excellent results and advice with this investment group. Highly recommended.

R. WebbGoogle Review

I couldn't be more pleased with the service I get from Luna Investment. John and Jim are always on the end of the phone ready to answer any questions, we have regular update meetings and I have found them to be completely honest regarding fees and expectations. I couldn't recommend them more highly.

D. Van PeltGoogle Review

James and his team have managed the investments for our family for over 15 years. We value their flexible approach, attention to detail and highest level of personal service. We could not envisage a better Firm and group of people.

C. GarnettGoogle Review

Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP “Thornbridge” (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority. All investment management decisions are undertaken by its investment committee. Luna staff sit as members of that committee. Further details, including all relevant regulatory disclosures can be found at

Head Office

Level 7, Tower 12
The Avenue North
18-22 Bridge Street
M3 3BZ


0161 518 3500

The value of your investments may go down as well as up, and you could get back less than you invested.
The Defaqto 5 Star Rating applies to both the Luna Model and Bespoke Portfolio Services only.

Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority. Luna Investment Management is registered in England. No 12280396

Privacy Policy   |   Cookie Policy   |   Complaints   |   Terms of Use   |   Financial Standing