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
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.
We will help you to select the service level that is right for you.
Client and Partner Testimonials
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.Eleanor KingManaging Director, Ian King Financial Planning Ltd
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
Luna Investment Management Limited is an appointed representative of Thornbridge Investment Management LLP “Thornbridge”, 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.
Level 7, Tower 12
The Avenue North
18-22 Bridge Street
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