Why become a client?
Free investment reviews
If you already own funds we can review your portfolio – identifying duds and those which could be performing a lot better.
It’s free because fund managers usually pay 0.5% renewal commission to your nominated advisor – and because this comes from the fund managers, it doesn’t cost you a thing.
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Professional advice
If you’re considering a change to your investment portfolio, thinking about investing for the first time, or just want to confirm that your portfolio is in good shape, we can help with personalised advice from our highly qualified team of professionals.
We’ll need to know about you and your plans – how long you want to invest, how much, and what you’re hoping to get from it. Depending on some of these factors there might be an additional charge for our advice, and we will let you know before you incur any cost.
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Independent research
Dennehy Weller & Co are a research-based independent financial adviser and our views are regularly sought by the media.
You can share in this rich research-base by ordering a copy of our well-known and respected TopFunds Guide, published regularly and now into its 14th edition. The guide is free if you have £20,000 or more invested through us, and normally costs £50. It is also free if you are a first-time enquirer.
Order your copy today
Do it yourself investors
If you’ve got time as well as money to invest, and you don’t mind taking some bigger risks, you can manage your portfolio yourself.
You can buy funds through Dennehy Weller & Company at greatly discounted rates. To help with fund selection, take a look at our pick of top UK and overseas funds, or use our 20 second portfolio builder tool and sector by sector analysis.
Contact us for more information or buy funds now.