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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Margetts Fund Management


Margetts Fund Management is a privately owned investment boutique, which specialises in managing risk rated multi-manager funds. Margetts has been providing portfolio management services to private clients, pension funds, professional trustees and corporations since 1981 and are proud of the fund performance and additional value which has been added to their clients’ portfolios. Their performance has attracted professional acknowledgement with the Margetts Fund Management team winning numerous awards for investment management over the years.

We offer a 10% discount off our standard subscription price for Margetts advisers. Please select Margetts under Alliance when subscribing.