Investment Advisory
Achieve your investment goals with help from our expert advisers
Our new investment advisory service is for investors who
want to manage their own portfolio using the investment knowledge
and insight from a trusted adviser.
Expert support on your investments
Let us help you realise your investment objectives with:
- Your own highly qualified Investment Adviser dedicated to your
account
- Frequent, pro-active communication from your adviser to help
optimise the performance of your portfolio
- A full 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
- Access to over 1,900 investment products including unit trusts,
OEICs, investment trusts and structured products
Contact our Senior Investment Adviser Sam Coppin to find out how
we can help you
Invest in a winning team
The benefits offered by our service have been recognised in the
many awards that we have won, including 2011 UK Wealth Manager of
the Year as voted by the readers of the FT and Investors Chronicle,
CityWire Winner Best Cautious Portfolio 2011 and Money Marketing
Investment Adviser 2010.
Please remember past performance is not a reliable indicator of
future performance and the value of an investment and derived
income can go down as well as up.