WAY Investment Services
WAY Investment Services offers a unique range of financial strategies and solutions backed by an innovative support service specifically designed for IFAs
WAY Investment Services Limited 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. 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.
The WAY Portfolios
Achieve an enduring and tax-efficient investment solution for most discerning investors
.
View The WAY Portfolios
IHT Mitigation
Nine plans which include direct investment in portfolio style funds and investment via offshore insurance 'wrappers'
View IHT Mitigation Products
WAY Income Plan
An Income Plan established to provide an equity-based strategy for producing a long term, dynamic 'income' stream
View the WAY Income Plan