Portfolio Valuation Services

Portfolio management is a personalised service which aims to make your money work harder for you.

 

An investment manager will build a portfolio based on your specific personal circumstances, objectives and attitude to risk as well as our carefully constructed views on the capital markets.

This strategy allows you to take advantage of an investment manager's knowledge, and experience, as well as their constant access to various markets and trading systems.

We understand that no two clients are alike and we strive to provide a bespoke service to every client. If you are unsure of which service would suit you best, please do contact us and we will endeavour to help you get the best service for your needs.

Discretionary Managed Portfolios

Our discretionary investment service allows clients to delegate the management of their portfolios to an investment professional.

 

Once our investment manager is completely satisfied that the circumstances and objectives of the client have been understood and established, the investment manager and client agree on a long-term investment strategy, which will reflect the client’s individual investment goals and attitude to risk.

 

We will then provide a regular review and valuation of your portfolio at agreed dates to keep you informed of the progress of your investments, and to make sure the management is still in line with your objectives as these will likely change over time.

Advisory Managed Portfolios

Our advisory investment services have been designed for those of our clients who like to be actively involved in decision making.

 

We provide investment ideas, advice and guidance but the client retains ultimate investment control. We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.

Which Management Is For You?

Our experience has taught us the best way to understand the suitability of our various services for clients is to speak directly to a member of our team, discussing your priorities and objectives as well as your current situation and responsibilities in order to determine which solution will serve you best.

Authorised and regulated by the Financial Conduct Authority N° 471207.

A member of the London Stock Exchange

Registered in England & Wales number 06355300 at: 19 Trident Park, Blackburn, BB1 3NU. 

VAT N°: 741117368