A BIT ABOUT US
– 2004 McLaren Asset Management established in Spain
McLaren Asset Management was established in July 2004 and in less than two years became one of the few international brokers in Spain to have been granted a licence by the Spanish regulator, La Dirección General de Seguros (licence number J2464).
– 2008 UK & Ireland Licenced
McLaren Asset Management was granted a licence to “passport” its business into the UK and the Republic of Ireland by virtue of the “Freedom to Provide Services” under the European Directive 92/96/EEC of 10th November 1992 (the “Third Life Directive”) enabling suitably regulated companies to offer advice cross-border.
This allows McLaren Asset Management to draw on its roots and training under the UK’s regulatory regime.
– 2017 Est. McLaren Wealth Management UK Limited
McLaren Wealth Management UK was formed, approved and obtained regulatory licensing from the UK’s Financial Conduct Authority (licence number 775263) as an Independent Financial Advisor providing holistic financial planning advice, including Business Relief, Inheritance tax and Trust planning, Portfolio risk analysis, diversification, content appraisal and management, Pension planning, and Protection (ie life insurance etc).
KEEPING ON TOP OF MARKET RESEARCH
There are 40,000+ mutual / unit trust funds available to the private investor and more than 100 fund management companies
As well as our own internal research into fund performance and fund managers, we are fortunate to receive detailed market research and appraisal from some of the industry’s leading investment houses. We also subscribe to a facility that gives us up-to-date information on Morningstar’s five star rated global fund picks, and of course we subscribe to and review some of the industry’s leading financial and trade journals.
We assimilate this information and provide for our clients a monthly market bulletin that includes our own views and expectations of how the market may perform over the forthcoming 6 – 12 months.
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