Our wealth of experience and expertise within financial services allows us to enhance and develop the way we can help our clients achieve their financial objectives. The culmination of our drive to deliver the best investment solutions for our clients who have a minimum of £25,000 to invest is Monitored Informed Investing (MII). 

MII combines several best of breed elements which aim to ensure that your investments achieve consistently above average performance and this is your opportunity to benefit from a unique market leading offering. 

• SFS has the expertise to give you common sense, impartial advice and recommend the investments most suited to your needs. We will continually review all your MII Core Funds and regularly keep you informed of their performance. Where we believe it is in your best interest, we will arrange for you to switch from an underperforming MII Core Fund and SFS will make no additional charge for this.
• The fund Managers we recommend have the expertise to select the best funds available from across the whole of the market and have the ability to react quickly to adjust the asset allocation of your investment to make the most of market conditions.
• Cofunds, our chosen platform provider, will administer your investments and provide a more convenient way of managing your MII portfolio, making fund switches easy to perform and providing you with a consolidated view of all your holdings on the platform.

"The benefits of MII complement and emphasise our mutual and whole of market approach of putting our clients first - by having your core interests at heart and delivering an all encompassing investment offering that meets your specific needs."

Mark Fleet, Managing Director, Skipton Financial Services Limited

Our full MII offering is available for all investments into MII Core Funds (a Fund of Funds investment) made through Skipton Financial Services.  This balanced approach to investing has been developed to maximise your potential returns within your risk profile.

Summary of Features::

Individual Risk and Reward Assessment

Everyone is different, with different aims and objectives when it comes to the risk they are prepared to take and the returns they require. SFS recognises this and treats everyone as an individual and as a result we will assess your Risk and Reward Profile to ensure we only recommend investments that match your needs.

Maximise Returns

Our aim is to maximise the returns from your investments by ensuring, on an ongoing basis, your funds are delivering above average performance against their peers year in, year out. If we believe that any of your MII Core Funds should be switched to achieve this we will offer to do this and SFS will make no charge. To reinforce this commitment, if we do get it wrong and your MII Core Funds perform very poorly, we will - unlike the rest of the industry - reimburse our future MII Ongoing Charge to you for as long as this poor performance continues or provide you with an alternative.

Minimise Tax

MII is designed to enable you to take maximum advantage of your valuable ISA allowance and minimise your tax liability. If you have unused ISA allowances, through our MII ISA Transfer Facility you will have the option to easily switch existing investments into an ISA.

Annual Report

We will provide you with a written MII Annual Report detailing all of your investments in MII on one simple statement. This will include a commentary of how your MII Core Funds have performed in the previous year and our analysis of the current performance and the future prospects.

Online Facility

Whilst you can be assured that SFS is watching your MII Core Funds closely, you will also be able to access an online account to view your investment details whenever you require.

Rebate of Initial Charges on Death

In the unfortunate event of death, within the first three years of investing, we will rebate the MII Initial Charges paid to SFS. If you die in years four to six, SFS will waive its initial charge for your beneficiaries should they wish to reinvest your investments with us.

 

 

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