020 7189 9999 Mon - Fri: 7.45am to 6pm (Thurs 8pm)
Sat: 9.30am - 1.30pm

Investment Advisory Service

Achieve your investment goals with help from our experts


lee dooley
Lee Dooley
Managing Director
Marketing, Direct & Advisory

Our award-winning Investment Advisory Service is designed to help you achieve your goals. We take the time to learn about your financial needs and then advise you on the optimum blend of investments for your portfolio.

Once you have invested, we will support you in every aspect of your ongoing portfolio management, proactively providing you with investment ideas when appropriate, as well as discussing market news.

Get help from an adviser

Your own highly qualified
Investment Adviser

  • Frequent, proactive communication from
    your adviser to help optimise the performance
    of your portfolio
  • Full bespoke portfolio review with your adviser
    every year to ensure your investments are on track
    to meet your goals
  • Expert advice on the choice of an asset allocation
    model to support your investment objectives

Wide investment choice

  • Full access to the exclusive Bestinvest research and fund ratings that underpin our unbiased advice
  • Access to a wide range of investments, including over 2,000 unit trusts and open-ended investment companies and exchange traded funds
  • Access to our tax-efficient ISA and SIPP, which have no set-up fees or annual administration charges

Manage your investments easily

  • Online tools and services to help you manage your money
  • In-depth reporting that includes statements every six months providing asset allocation and performance analysis

How the Investment Advisory Service helped the Giles family

Mr and Mrs Giles have recently retired and wanted advice on consolidating their ISAs and pensions. They were looking to take an income from their tax-efficient investments in order to supplement their state pension and final salary pension.


Contact the Advisory team

020 7189 2499

Monday - Friday: 8.30am - 5.30pm

Existing clients login in here

Download our guide

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Achieve your investment goals with help from an expert adviser.

Request your free Investment Advisory Service guide now.

An award-winning service

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