Your Discretionary Portfolio Management Service

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My Valuation

Use this page to explore in more detail your DFM and get to know their background information plus obtain regular updates from your DFM on your investment portfolio.

You can view your individual DFM investment portfolio by clicking on the relevant DFM company logo below. You will then be directed to the log-in section where you will need your unique log-in details.

Click the company logos below for more information.

RathbonesClose Brothers Asset ManagementQuilter Cheviot Investment Management