Advisory portfolio management

We understand that some investors prefer to have more control over their portfolios, and we offer an advisory service where we contact clients to make recommendations.

We also deal on an execution only basis, an arrangement which suits experienced investors who are prepared to take their own decisions. In both cases we make our nominee service available and provide the usual contract notes, valuations and tax schedules.

In recent years we have developed a particular area of expertise in managed funds and have established a separate Advisory Investment Service offering independent advice on collective products, especially with reference to pension funds and charities.

Contact us

For more information about our advisory portfolio management service please contact a member of the team.