Services

We explore every aspect of your financial world, taking everything into account to create a financial plan that works for you.

Experience and expertise.

The success of any fund depends on the skill and experience of the fund manager and their ability to follow a sound and disciplined methodology. Expert bottom-up analysis underpins this fund.

Maximize income potential.

The fund’s distribution fund status means that income is paid as interest. This can be beneficial for some clients from a tax perspective.

We are nimble.

The fund’s distribution fund status means that income is paid as interest. This can be beneficial for some clients from a tax perspective.

A focused and flexible approach.

Unconstrained by index benchmarks, we are flexible in our approach, and focused on our objective – to provide your clients with a high, sustainable income, while protecting and potentially increasing their capital over time.

Diversified asset allocation.

An actively managed, diverse range of asset classes increases the opportunity for performance success.

Intelligent investing.

The fund keeps a generous liquidity buffer with gilts and more liquid investments. This means that in times of particular market volatility, we can avoid being a forced seller of less liquid assets.

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.

Registered Address

40 REGENT STREET 
NOTTINGHAM 
ENGLAND 
NG17 2EH

Tel: 0800 802 1949

OR CONTACT US DIRECTLY

More Information

Roman Merenda are authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.

FCA Authorisation No.  437420

©2018 Roman Merenda.  Reg. Company No. 10745516

All rights reserved.