Investment Management

Our discretionary investment management service provides you with an opportunity to delegate the management of your investment portfolio to our team of experienced investment managers, who will make the day-to-day investment decisions on your behalf.

Investment solutions for our clients must be representative of their personal financial circumstances taking into account factors such as their attitude to risk, age, health, existing investments, employment prospects and indeed their own knowledge and experience of financial markets. Many of our clients take the first step of organizing a good financial plan but fail to implement a sensible investment strategy by choosing unsuitable funds, incorrectly structuring portfolios and holding investments that are not reviewed regularly.

We are professionals in establishing and managing direct equity portfolios, ISA and PEP portfolios, Unit Trust and OEIC portfolios, Self Invested Personal Pension Funds (SIPPs), Trusts, Inherited wealth and various other money management scenarios. These services are available to clients with a minimum of £30,000 to invest.

When choosing the discretionary service, you are putting us in control of managing your wealth on a day to day basis, allowing us to make decisions without prior consent. This means that you benefit from the experience of our highly experienced team who act using their knowledge and professional judgment.

We will keep you informed of the progress of your investments through a web based valuation service and through paper based half yearly valuations. We will also provide you with a consolidated tax report that will give you the information that you require to complete your tax return as well as account statements and capital gains tax reports where appropriate.

So if you are a “cash rich” time poor individual; looking to improve the performance on your pension fund, divested your company; sold some property; if you’ve just received an inheritance or perhaps just won the lottery! We can help you to structure your investments to achieve the results that you are looking for.

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The investment process
Contructing a portfolio
Our client base & experience