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Personal Financial Advice

Discretionary investment management

Our discretionary investment management service suits those who wish to give us the discretion to select and manage investments based on their investment objectives and risk profile. Our Investment Manager would make day to day investment decisions on behalf of clients and will actively monitor the portfolio.

Our discretionary investment management service includes the following service options:

Collectives managed portfolio service - this service offers five different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds and ETFs.

Comprehensive managed portfolio service - this service offers three different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds, ETFs and direct UK equities.

Bespoke managed portfolio service - this service offers a bespoke portfolio based on your requirements, consisting of both collectives and direct equities. 

The availability of above service options are based upon the value of the assets we are asked to manage and your investment requirements. We will discuss this with you and agree the specific level of service suitable for you, depending upon your circumstances and requirements.

For more information on how we can help in this area, please contact us.

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