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Our Services

At FACET, we aim to achieve clients’ investment objectives while minimising risks. You can expect excellent personal customer service.

Our investment process is designed to meet each client’s individual requirements. With an unrestricted choice of investments, our investment managers have the freedom to find the best options for each client’s goals. That includes different asset classes, funds and other structures that may not be open to all investors.

At FACET, our first priority is to protect our clients’ money. We aim to achieve consistent returns over the long term without taking excessive risk with clients’ capital. Our investment managers work hard to minimise volatility by looking ahead to anticipate when and how markets will move. They manage portfolios and funds according to each client’s attitude to risk and will adjust the investment strategy if clients’ circumstances or financial priorities change.

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using FACET, you can be sure that your collective investment needs can be regularly reviewed and discussed, if required, in an ever changing financial climate.


Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

FACET provides solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.

FACET can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.

Discretionary Fund Management

At FACET, we believe consistent, long-term outperformance is best derived from diversified, multi-asset class portfolios. Our experienced team will work together to source the best ideas in each asset class and across different regions. We will use these ideas as the building blocks of the portfolios and then tailor them to meet the suitability to your requirements.

Our portfolios include direct investments in shares, bonds and real assets, as well as third-party funds and passive instruments in each asset class. In selecting the appropriate investment, we consider cost, currency protection, local and regional expertise and diversity.

Our multi-asset class portfolios give exposure to a wide variety of opportunities and help to manage risk within portfolios. Our clients have differing profiles and objectives which we are happy to accommodate. Your portfolio will be aligned with a suitable risk strategy and we are happy to accommodate income payments, ethical preferences and tax considerations to suit your needs. Your risk profile is reviewed on a rolling basis to ensure we reflect any changes in your circumstances.

By using FACET'S Discretionary Fund Management service, you can delegate the day-to-day decision making for your portfolio, saving you time and enabling a fast response to investment opportunities and threats. And, of course, we’ll keep you advised with regular updates.

The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.


The individual and group pensions market is an ever changing world, especially with the introduction of the pension freedoms legislation, and it can be difficult to keep track of the options available to your retirement planning.

FACET will work with you to consider all the options based on your needs and tolerance for risk. As part of the financial planning process, it is our job to blend the savings vehicles that will yield the most efficient income in retirement.

Planning for your retirement is one of the most important financial decisions you will ever make. With life expectancy increasing year on year, we are now seeing the potential to spend almost as many years enjoying retirement as we have spent saving for it. Planning for it correctly will help provide you with the lifestyle you want later in life.

Forward planning for your retirement can mean having the reassurance of financial security in later years, rather than the worry of wondering how you will cope. A comfortable lifestyle in retirement is something to which we all aspire, and increasing longevity means that we all need to make extra provision for that retirement.

Impartial advice of the highest quality

At FACET, our highly skilled advisers use state-of-the-art technology enabling us to meet all our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost effective way.

This is important because there are literally thousands of different options available and our clients want to be certain that any investment recommendations we present for consideration are the most appropriate for their individual needs.

In other words, recommendations that are totally in our clients' interests – not someone else’s.

Want to find out more?

Looking for help with your investments or really curious about our process?
Drop us a note or give us a call 01293 401 293; we’re happy to answer all your questions.