YFS Intelligent Wealth R Inc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPP
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Management
| Name of company | Yealand Fund Services Limited |
| Phone | 01733 316100 |
| Website | yealand.com/ |
| Address | Stuart House, St. Johns Street, Peterborough, PE1 5DD - Peterborough PE1 5DD United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | No |
| Inception date | 30/04/2018 |
Managers
| Fund manager | Anthony Byrne |
| Manager start date | 30/04/2018 |
| Biography | Tony has over 20 years experience of running a successful investment system known as the Wealth Investment Strategy for clients of his IFA business Wealth and Tax Management as well as experience of managing The CCM Intelligent Wealth Fund for Minerva Money Management since April 2018. In addition to this, he has been a personal investor for all of his adult life. Minerva Money Management was formed by Tony 3 years ago and its first fund was launched on 16 April 2018. Minerva Money Management launched a discretionary fund management service in January 2021. Tony chairs the investment committee for both companies. |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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