Investment Management

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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 a Discretionary or Advisory basis, depending on the level of involvement you wish to have in the decision-making process of running the portfolio.  We recommend Discretionary Management, as it enables us to act on an investment decision as soon as it has been made.

Under Discretionary Management, we will first agree a strategy according to your objectives and requirements, and take individual investment actions without first referring to you.

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.

ISAs now form an integral part of a client portfolio, bearing in mind the tax efficiencies they offer (this assumes, of course, that you are eligible to make such an investment).  In other words, the ISA investments and those investments held outside the ISA are viewed as one for investment management purposes.  For certain arrangements they can also appear together on one portfolio valuation.

For those who want more control over the investments held in their pension plan, Self-Invested Personal Pensions (SIPPs) offer an attractive alternative.  You can structure your SIPP portfolio to suit your age, retirement plans and attitude to risk, which can be managed in tandem with your free-standing portfolio and ISAs.


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