Tailored Solutions

We are particularly proud of our investment process, because at every stage it reflects the breadth and depth of our experience, resources and expertise.

What truly sets us apart is that we have taken that knowledge and combined it with our strength as the IFAlliance to work with leading experts and financial institutions to develop a range of services and products that we know fit the requirements of our clients.

Our ProfilerIQquestionnaire establishes a client’s attitude to risk and reward on a scale of one to 10 and then recommends an appropriate asset allocation.

Among the investment solutions we offer are our Liberation Funds, a range of multi-manager funds specially designed to match the ProfilerIQ outcomes. The performance of these funds and our asset allocation consultants is subjected to rigorous analysis by our specially commissioned ManagerMonitortool.

For high net worth clients we offer Alliance Bespoke, which features a bespoke wealth management service tailored specially to their needs and an AIM Portfolio service designed to help you manage a client’s exposure to Inheritance Tax.

Call us on 0800 731 8350 or email enquiries@ifalliance.co.uk to find out more about how our Investment Solutions can help your business.