Under Discretionary Management, we will first agree a strategy according to your objectives and requirements, your investments will then be managed by an external Discretionary Fund Manager who will take individual investment actions without first referring to you.

We use the latest technology to provide a consolidated approach to investment, with management and reporting on your overall financial portfolio appearing on one valuation.  This valuation is available via a secure on-line link on a daily basis to clients who register for access.

Our solution provides a proactive financial planning and portfolio management service which addresses your investment, retirement, protection and estate planning needs, at a transparent cost.  We believe that investment planning and financial planning are inextricably linked and so it would be imprudent to focus on one at the expense of the other.

This service is designed to meet the varying needs of our clients wherever they are in the financial planning cycle – the wealth creation phase, the pre-retirement phase or the post-retirement phase.

Once set up, the service provides clients with the option to request a paperless service with electronic dealing, contract notes and on-line valuations.  However, paper contract notes and valuations are available to those clients who prefer them or wish to revert back.