New Wealth Boutique Client for Third Financial’s Investment Platform Service    

09 Apr 2020

Third Financial is delighted to announce the addition of Manchester-based, specialist investment management firm, Luna Investment Management, as a new client.  An Appointed Representative of Thornbridge Investment Management LLP, Luna offers a highly personalised service to a range of private clients and their advisors.  

Third Financial had been recommended to Luna by an existing customer and, having conducted their own due diligence, were selected due to having modern technology, sound compliance functionality and providing the opportunity for Luna to work with a single supplier for all their needs.  

Commenting on the announcement, Group CEO, Ian Partington said: “We are delighted to provide our services to Luna and in particular, the fact that we’ve been able to help them launch as a paperless business through the use of our client reporting and online client portal functionality.”

James Carter, Investment Director at Luna, added: “The high level of personal service from the team at Third, leading technology and the ease of implementation and integration, are what attracted us to Third Financial.” 

Luna was established by John Stevenson and, former Brown Shipley Client Director, James Carter.  They have subsequently made a number of hires, including Alex Brandreth, as Chief Investment Officer.  Luna has three core product offerings; a bespoke discretionary portfolio service, a Model Portfolio Service and an AIM portfolio.  Further information on Luna is available at www.lunaim.com.

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