The Farringdon Portfolio Service

Penny

August 31, 2023

Farringdon Portfolio provide the advice and support you need to allow you to fully take advantage of the Alternative Real Estate Debt sector.

Our Approach

Using direct access to Relendex’s financial technology and our specialist experience we provide advice on selecting an appropriate portfolio of Peer to Peer (P2P) loan parts.

We arrange for Relendex to manage your P2P portfolio in line with your instructions or we can support you to manage it yourself, if you prefer. Our old-fashioned face-to-face expertise in property lending allows us to offer professional advice to each of our clients. You can trust that the advice we provide will help you to achieve your investment goals.

Account Benefits

Farringdon Portfolio specialises in advising on and arranging individual, diversified UK real estate debt investment portfolios for high-net-worth individuals, Family Offices and institutions.

With Farringdon Portfolio you have access to a range of model P2P portfolios, each aligned to your investment objectives and attitude to risk. Our service allows you to reduce the time spent performing due diligence on each investment opportunity as the Farringdon Portfolio team does the work for you.

Our main aims for our clients are to minimise cash drag by staying fully invested* whilst achieving higher returns overall. You will have direct access to a personal Account Manager who provides you with regular reports, advice and support

Regular Reporting

Successful portfolio optimisation hinges on close monitoring.

Staying updated about underlying loans and risk analysis is both complicated and time consuming. Farringdon Portfolio facilitates this process by providing a professional and focused approach, we do all the work for you.

We insist on the highest levels of service for our clients. When you register with Farringdon Portfolio you have direct access to an Account Manager on an ongoing basis. Your Account Manager keeps you updated with portfolio reports on a quarterly and annual basis as standard. Once invested, you have the option to produce a personalised report schedule that is best suited to your needs.

Model Portfolios

Our model portfolios offer you an investment solution aligned with your goals and attitude to risk. Your Account Manager will establish both with you in your initial consultation. Your chosen investment criteria are flexible and are adjusted as your circumstances change. Each portfolio is created using a diverse selection of Relendex loan parts that are distinctly classified. We also offer a Bespoke Portfolio service for the larger client with additional benefits.

Our portfolios are defined as:

Conservative: consistent returns for wealth preservation

Balanced: enhanced income, slightly higher risk.

Progressive: highest income but greater short term volatility.

Bespoke: available by arrangement.

Farringdon Portfolio & Relendex

Founded in 2012, as an alternative lending platform, Relendex was established to connect lenders with professionally vetted, creditworthy borrowers and provide competitive interest rates to both with good security for lenders.

Their business model combines a robust and scalable lending platform with conservative hard underwriting. You will be investing in a proven, online lending model with security over UK property providing an attractive risk/return ratio relative to other asset classes. Relendex fund some loans or parts of loans from their own Balance Sheet alongside institutions such as hedge funds and a major US debt provider, giving you the confidence of third party due diligence and institutional co-investment in the same loans as your portfolio investments.

Farringdon Portfolio offer advice on selecting an appropriate portfolio of Relendex loan parts. We then arrange for Relendex to manage them in line with your instructions or we can support you in managing them yourself. Farringdon Portfolio continue to provide advice, support and reports on your P2P portfolio by your personal Account Manager using data from the Relendex platform.

For more information on any of our services, please contact a member of the Farringdon Portfolio team today.

* Any sums lent through Farringdon Portfolio are loans and not deposits. Your capital is at risk. There is no guarantee that investors will be repaid the amount of their original loan, nor any interest on that loan. Efficient allocation of your resources may actually give you a higher rate of return than self investing. Account Benefits