An investment platform on a MacBook Pro

Investment Platform

med-blue-triangle from PAF Hereford logo

Investment Platform

To ENSURE that your financial plan is efficiently managed.

To ENSURE that your financial plan is efficiently managed.

About Our Investment Platform

To ensure your financial plan is efficiently managed, we use an online service to buy and sell investments within your portfolio. These ‘platforms’ are technology driven arrangements that unify your money, so we can build a portfolio of funds with a variety of specialist investment companies.

The platform allows us to access a vast range of investments, which we filter through a rigorous selection process based on your individual requirements.

Holistic Approach

Our investment strategy is designed to provide a holistic approach to your planning. In other words, we focus on your wider wealth solution rather than pensions, ISAs and investments as separate entities.

Your assets are managed from a single point with a defined, appropriate investment strategy. We also use the platform to access the various tax planning products that are appropriate for your needs.

PAF Hereford's Investment Platform

Find out more details

Contact us

The value of your investment can fall as well as rise and is not guaranteed.

Contact Us

Please note: You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

PAF Hereford favicon

This website uses cookies to ensure you get the best experience on our website. Please see our Cookie Policy for details.