Financial Planners

Luna works closely with a range of Financial Planning firms to enhance their client relationships through providing our bespoke investment management services. Luna appreciates that such relationships are built upon trust and we therefore take time to get to know them, how they operate and how they would like Luna to service them and their clients. If they prefer, the Financial Planner will retain authority over the client portfolio and also have ongoing access to view their clients’ assets via the Luna Portal.

In addition to the bespoke investment solutions, Luna has also developed specific investment solutions for Financial Planners only.

Before investing please check the specific risk factors on the key features document as some strategies can be high risk; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Taxation is dependent on individual circumstances and is subject to change.