How can we help you?
Remove the hard work
Our team will manage your investment portfolio and make decisions on your behalf, this is called discretionary investment management. Acting quickly to take advantage of opportunities and manage risks on your behalf.
Review your existing arrangements
We can review your existing investments to ensure that they’re working hard for you and are suitable for your requirements. This often includes consolidating other investments such as stocks and shares, ISAs and pensions where appropriate.
Tax and using your allowances
We make sure you aren’t paying more tax than you need to, taking advantage of income and capital gains tax allowances. We’ll also enable you to use ISA allowances in addition to pensions and offshore bonds alongside wealth managers.
Administration and reporting
We do all the administration associated with holding an investment portfolio such as dividends, interest and corporate actions.
We provide comprehensive reporting to our clients via face-to-face meetings, telephone calls and general correspondence.
Discretionary managed investment portfolio
For investments of £100,000+
A specialist Investment wealth manager will work with you to fully understand your investment objectives, time horizon and risk appetite and then actively manage your investments based on those parameters.
This service allows us to manage your portfolio and make investment decisions on your behalf within your agreed mandate.
Types of investing
You may be looking to maintain the value of your investments over inflation, be saving for retirement or perhaps simply wanting your investments to work harder for you.
Our growth-focussed strategies provide exposure to a diverse range of asset classes, dependant on your individual circumstances and risk profile.
Investing for income
Receiving an income from your investments may be important to help you pay for your outgoings or perhaps you prefer the comfort of receiving income on a regular basis from your portfolio.
Our investment management expertise allows us to ensure that your investments can generate income on your behalf whilst being mindful of the sustainability of that income.
Investing ethically
Each client is treated as an individual and has their own views on how they would like their money invested.
Not only are we able to screen securities against a wide range of criteria but we can actively search for investment opportunities across sectors that positively contribute to issues we are facing as a society. We’re always interested to hear your thoughts on how you want your investments to be managed.
