Our clients

Our clients

Our Advisory Investment Team looks after investments for:

• private investors and their families
• occupational pension schemes
• SIPPs
• clubs and charities

Trusts Portfolios under management range in size from £250,000 for private clients to approaching £100 million for institutional investors.

Important

Past performance is not an indication of future performance and the value of investments used by AIS can go down as well as up.

The above is provided for information purposes only and does not constitute professional individual advice. AIS may not be suitable for all investors.

Our brochure 

You can download our AIS brochure to find out more about our service. 

Contact us

If you would more information on the service and how it works, please contact:

Maggie Lowe 
tel:01483 407 143
email: Maggie Lowe 

Mark Garnett
tel:01483 407 163
email: Mark Garnett