IFA Support

Incorporated in 1996, WAY is a privately owned financial services group based in the South of England whose principal activities are the retail of our own branded retail unit trusts through the independent financial adviser (IFA) sector and the management of third party unit trusts and ICVCs on behalf of other financial institutions. WAY Fund Managers Limited (WFM) is the regulated WAY unit trust company. WAY supports the IFA sector via its brand sales and marketing company, WAY Investment Services Limited (WISL).

The founders of the company are ex-Independent Financial Advisers who specialised in offering portfolio management services to private and corporate investors. They have combined their experience and skills with a number of fund wholesalers to design, construct, oversee and market, suitable portfolio solutions to the IFA marketplace. The ethos and approach to product design continues to reflect an appreciation of the requirements of IFAs and their clients.

WISL is a wholly-owned subsidiary of the WAY Group, offering a unique range of financial strategies and an innovative support service specifically designed for IFAs. WAY offers advisers innovative product plans; risk-graded portfolio-style funds that investors can understand; excellent fund performance courtesy of FundQuest UK Limited; North Investment Partners Limited; T. Bailey Asset Management Limited and Vestra Wealth LLP; financial strategies designed to assist investors with real income and/or tax challenges; and, very specifically, our experience as a leading provider of IHT mitigation solutions.

The company has developed a user-friendly range of products and services that are clearly client-centred and easily administered by IFAs. The WAY approach provides IFAs with infinite flexibility in designing client portfolios and strategies to meet their individual needs. Remuneration is designed to realistically reward IFAs for the service they provide to clients and to build real value into their businesses.