Financial Planning and advice firm Helm Godfrey has partnered with discretionary investment management company PortfolioMetrix, to provide investment options for clients.

Chartered Financial Planning firm Lloyd & Co has selected PortfolioMetrix as its investment management partner and plans to utilise the full range of investment tools offered by the firm.

The discretionary investment manager PortfolioMetrix has begun a ‘strategic partnership’ with platform Praemium which will combine PortfolioMetrix’s investment planning tools and Premium’s suite of investment platform services.

A Financial Planner who set out to help develop the Financial Planning Profession in Ireland after moving from the UK has launched a new Dublin office for a fund management firm.