Regardless of the scope of our advice, our financial planning is all about you, your aspirations and your circumstances. In other words, it's highly personal and so is our service.
We offer a range of services to meet the investment management requirements of our clients.
Our investment management services include but are not limited to the following products:-
• Portfolio Management
• Individual Savings Account (ISA)
• Self-Invested Personal Pensions (SIPPs)
The management of these services is available on either an Advisory or Discretionary basis (via an external Discretionary Fund Manager), depending on the level of involvement you wish to have in the decision-making process of running the portfolio.
Under Advisory Management, we will also first agree a strategy, but will take no action with regard to the portfolio or the underlying securities without first seeking your approval.
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.
Portfolio solutions are available for free-standig portfolios (Personal Portfolios or General investment Accounts) as well as more tax efficient products (Individual Savings Accounts, Pensions and Bonds) and are structured to suit your age, income requriements, retirement plans, attitude to risk and objectives.