IFA launches restricted RDR fund range with Architas
Firm’s new wealth management proposition will also offer range of income options for clients.
Chapel Independent Financial Advisers, an IFA firm based in Braintree, Essex, has announced the launch of a new risk-rated portfolio service as part of a partnership with Axa Wealth’s investment management arm Architas.
The new service will form a new wealth management proposition to the advisory firm’s clients, which Chapel says will cater for all risk profiles and those clients that are seeking income-based returns, who will have a choice of three specific solutions.
The firm also offers a full financial planning service with a broader investment proposition for clients that includes advice on Isas, open-ended funds, investment bonds, offshore products and guaranteed products, among others.
Tim Miller and Grant Kingston, Principals of Chapel, said: “Having carried out extensive work to reassess our clients’ needs, we came to Architas with a challenge.
“After a period of intensive and constructive cooperation, we are very pleased with the solution Architas have delivered, and have introduced this range of portfolios to our clients.”
Cedric Bucher, head of business development at Architas, said: “We have worked closely with Chapel over the past few months to create a diversified range of portfolios which meets the expectations of their clients, in terms of risk appetite, income and cost.
“Designing and delivering this type of bespoke offering, to help financial advisers with their holistic investment planning, is something on which we pride ourselves.”
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