Our Partners
Luna work with a number of partners in order to offer clients and their advisors our bespoke investment management services within a range of tax efficient structures.
Luna employs the services of a nominee company to ensure the safekeeping of clients’ assets. A nominee company also allows prompt settlement of investment management transactions and efficient administration associated with client investment, such as the receiving of dividends, daily valuations and tax reports.
Luna has chosen to partner with the nominee company provided by Third Platform Services, part of Third Financial. Third Platform Services is authorised and regulated by the Financial Conduct Authority and HMRC. It is also a member of Crest and the London Stock Exchange.
Clients of Luna remain the legal owner of their assets at all times. These assets are reconciled regularly and are kept completely separate from the assets of Luna and Third Platform Services. Client money is held with Barclays and Bank of Scotland.
Further information is available at:
www.thirdfin.com
Thornbridge
Luna Investment Management Limited is an appointed representative of Thornbridge Investment Management LLP, 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 can be found at:
www.thornbridge.com
We work with a wide variety of expert partners
We are also proud to support
Contact us to find out more information about how Luna can help with your investment management needs.
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 www.thornbridge.com.
Head Office
The Old Schoolhouse
5-7 Byrom Street
Spinningfields
M3 4PF
Telephone
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