Investment Solutions
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
OUR PROPOSITION
Asset Allocation
CONTACT US
For any enquiries, complaints or concerns relating to our services or operations, please contact us using the details below.
Alternatively, you can fill in the following contact form.
020 8152 5120
Bath Office (Alpha Beta Partners Head Office)
Alpha Beta Partners, Kings Court, Parsonage Lane, Bath BA1 1ER
London Office
1st floor, 29-35 Heddon Street, London W1B 4BN
Stakeholders can raise grievances through any of these channels, and concerns will be directed internally to the appropriate process in line with our complaints and whistleblowing procedures. You are not required to determine the correct route before contacting us.
Grievance Handling Process
We are committed to handling all grievances, complaints, and concerns in a fair, transparent, and timely manner.
When a concern is raised:
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Acknowledgement: We aim to acknowledge receipt of your concern within 2–5 working days.
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Assessment & Investigation: Your concern will be reviewed and directed to the appropriate internal process (e.g. complaints or whistleblowing), and investigated where required.
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Process Information: On receipt of your concern, we will provide you with details of the relevant procedure, including the steps involved, expected timelines, and how the matter will be handled.
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Response: We aim to provide a response or update within 10–20 working days, depending on the complexity of the issue.
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Resolution: We will communicate the outcome and any actions taken to address your concern.
Where appropriate, concerns may be handled confidentially and in line with our whistleblowing protections.
Bath Office:
Head Office
London Office:
