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SFM Funds

25 Canada Square, Canary Wharf, London. e14 5lq
0207 183 1992
http://www.sfmfunds.com/

SFM Funds provides investment management and financial planning services to high net worth individuals, families, trusts and foundations. Wealth management team at SFM Funds has many decades of multigenerational wealth management experience. The hallmark of the team is true dedication to our client's financial and lifestyle objectives with professional and personalised services. As a registered investment advisor we adhere to the highest fiduciary standards and are committed to our client's success. Our investment approach includes both traditional, 'buy and hold' investing as well as active, tactical investment management for risk control. By combining both approaches, we can offer clients the opportunity for more consistent returns while seeking a reduced level of risk. Getting to know you and your life goals is central to our financial planning approach. We tailor our advice to each individual's needs and utilise a unique mix of experience and perspective to offer our clients solid, customized solutions. Our team of Relationship Managers are all experienced professionals, offering a range of planning services including investment planning, retirement projections, college savings, insurance reviews, philanthropy and tax planning.

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