Investment Management Service
Customised portfolio management
Our bespoke Investment Management Service is aimed at
clients who want the peace of mind that comes from having a top
professional manage their portfolio.
Ideally suited to clients with portfolios of at least £250,000,
our service has been designed with independence at its heart. Our
service is fee-based and any product or fund commissions are
rebated to the client so there is never any product bias.
A Bespoke Investment Management Service
- A customised portfolio to achieve the goals of your investment
objectives
- A dedicated investment manager with high levels of expertise
and experience who will manage your portfolio
- Independence of investment selection
- Strong investment performance that adds value to your
portfolio
- Great value for money
- Detailed semi-annual statement and performance review
- Monitor the performance of your portfolio at anytime using our
online account management service
Find out more
Independent advice
We're not owned by a parent group, nor are we affiliated or tied
to any fund management house or product provider. So you can be
confident that our research, analysis and advice are all
impartial.
Building a relationship
We take the time to listen your requirements, building a
relationship with you so that you understand how we manage your
portfolio, we agree a review plan with you so your strategy remains
on track to continually meet your changing needs.
Award winning Investment expertise
The strength of our investment performance and the quality of
our service has been recognised in our being voted 2011 UK Wealth
Manager of the Year as voted by the readers of the FT and Investors
Chronicle, CityWire Winner Best Cautious Portfolio 2011, Money
Marketing Best Discretionary Adviser 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.