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Our Investment Philosophy

At Frenkel Topping Investment Management, the client always lies at the very centre of our thinking; their interests come first.

All of us are passionate about our clients and are deeply committed to delivering exceptional, risk controlled model portfolios.

Our investment philosophy is based on our core values which lie at the centre of our aim to deliver strong inflation plus returns whilst capping fees and volatility.

Our Credentials and Ethos

We have been regulated by the Financial Conduct Authority since 2004 under FCA registration number 409409. In 2015, we became part of the Frenkel Topping family of companies.

For many years Frenkel Topping has supported the long-term wellbeing and financial goals of vulnerable individuals across England and Wales with independent financial advice, wealth management and litigation support services.

Our ethos and approach to investment management means:

  • We seek to fully understand our clients’ circumstances and needs at the outset so that we can do the worrying about their investment for them;
  • We are risk averse rather than speculative, seeking to preserve our clients’ capital whilst also providing the income they need;
  • We leverage global institutional intelligence and expertise with instantly available performance data of the highest quality;
  • We constantly monitor markets for opportunities, but where excessive volatility occurs we leave those markets in favour of calmer waters;
  • As a part of the Frenkel Topping family of companies, with its long involvement with the needs of vulnerable individuals, we understand the need to support quality of life after life changing events and continually seek to improve how best to provide that support; and
  • We are passionate about investments and deeply committed to using our long experience and expertise to build exceptional portfolios for our clients.

Policy Statements

Conflicts of interest
Treating customers fairly
Data Protection
Complaints

 


Call us on 0161 886 8000 or email enquiries@frenkeltopping.co.uk to see how we could help you today.
We would be happy to answer any queries you may have.