Our Investment Management Services

Our investment management services go far beyond simply advising where to invest your money. We consider your appetite for risk and help to make decisions that align with your immediate and long-term objectives

Luna is a specialist discretionary investment manager. 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.

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.

We aim to provide a truly bespoke service with expert communication and comprehensive administration, underpinned by award-winning technology.

We take full responsibility for all investment decisions taken within client portfolios. Our business is structured to be fully aligned with your specific requirements. We promise to treat clients as individuals – there is no room for ‘one size fits all’ in how we operate.

Discretionary management

We will help you to select the service level that is right for you.

Bespoke Portfolio Service

Luna is committed to building a long-term relationship with clients and their advisors. Luna specialises in providing tailored investment management solutions

Bespoke Ethical Portfolio Management

Bespoke portfolio management is ideally suited to ethical investing because it enables us to take what is important to you when selecting investments

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 www.thornbridge.com.

Head Office

The Old Schoolhouse
5-7 Byrom Street
Spinningfields
M3 4PF

Telephone

0161 518 3500

GET DIRECTIONS

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