EGR Wealth is a Discretionary Fund Manager (DFM), providing Model Portfolio investment services to approved and regulated Financial Advisors.

EGR Wealth is a limited company registered in England and Wales (Company Number: 07443787) and is authorised and regulated by the Financial Conduct Authority under FRN 537582.

Service to investors

We strive to make investing appealing through straightforward strategies on investments that deliver consistent returns, delivered through a range of investment services suitable for use in SIPPs, ISAs and General Investment Portfolios. Whether our client’s risk appetite is low or high, our fund managers are able to build robust risk-adjusted portfolios tailored to their requirements. Our highly respected team of Investment professionals have decades of combined experience in delivering professional Investment services to private investors, corporate entities, and institutions.