Trust DFM


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At Trust DFM we bring the benefits of our years of experience as IFAs and investment managers, as well as our dedicated resources, in a format that is client focused, client driven and refreshingly jargon free. Our extensive experience in the IFA realm means that we have developed an investment firm which communicates in a way that allows your client to understand what is happening in the investment world and why, and more importantly, understand what’s happening to their money. 


During our long experience as IFAs, we have identified three main client investment objectives and have designed our Model Portfolios in a unique way to keep these objectives at the forefront. This approach offers insight and understanding to clients, in turn enhancing the relationship between them and their advisor. These objective based Model Portfolios can be accessed via our Core, Passive or Sustainability ranges, and these can even be combined via the use of our unique Asset Allocation tool and The Attenborough Scale®, a specialist strategy designed to comprehensively introduce and explore the world of ESG investing.

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Lawrence Patrick

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