Become our financial partner

Luna is a specialist investment management firm and our investment solutions are designed with financial advisors in mind.

We aim to enhance their relationship with their clients by providing expert and tailored portfolio management with direct access to the investment team responsible for each decision made within their client’s portfolio.

Luna is always looking to partner with new financial advisors.

This begins with a meeting to educate one another as to the disciplines and services of each business, thus creating a full understanding of the potential benefits of working together.

A formal introducer agreement is then signed which facilitates the advisor charging arrangement and the responsibilities with regard to the suitability of the client investment strategy, account opening and client verification documentation.

Once Luna is managing a client’s portfolio, the financial advisor will be able to track progress on a daily basis, together with access to valuation and tax reports, via the Luna Portal. The advisor will also receive regular market updates and proactive commentary from the Luna Investment Committee.

Contact us to find out more information about how Luna can help with your investment management needs.

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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

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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