Investment Management Service.

Our Investment Management Service.

For investment or pension portfolios over a certain size we offer a dedicated Investment Management Service. Investment Management is also known as Asset Management. This is a bespoke service for private, business and trustee investors that require individual and specific advice.

How our service works

As part of our service we will help you to understand the risks associated with investing. We will also provide advice about the differences between various types of investments such as Individual Savings Accounts, Collective Investment Schemes and Life Assurance Bonds. Part of the process is to complete a short questionnaire that will help us identify your attitude towards risk.

Once we understand your preferences as far as investing, we will then construct a portfolio of investments that we meet your needs. We also take into account the length of time you wish to invest, if you are looking for income or capital growth and whether you have preference towards investing ethically.

If you already have a portfolio we will slowly adjust your existing assets over a period of time. We do this so that you do not incur unnecessary costs. It will also reduce any possible liability to income or capital gains tax.

Our process has been documented to you understand how we will deal with your portfolio. To obtain a copy of our process document please contact us.

How does the service benefit us?

Our clients benefit from a personal bespoke service that is tailored to their needs.

We will agree at outset when we will conduct your financial reviews. This might be either quarterly, half yearly or annually. This will allow you to keep updated with the progress of your assets.

We will also give you access to our online portfolio service. Our service allows you to get valuations on your portfolio 24 hours a day.

If you are considering investing, it is important to remember that the value of your investment and the income generated could fall as well as rise. There is no guarantee you will get back more than you invested.