Building, managing and growing your portfolio with our experts, to ensure your investments stay on track
Whether you’re looking to grow your investments, generate a new income source or preserve your wealth, we offer a range of services to suit your goals and approach to investment.
As part of our commitment to you and your evolving investment portfolio, you’ll receive an annual, face-to-face review meeting with your adviser focusing on a wide variety of key areas, such as:
A refreshed look at any changes you may have to your needs and circumstances
Reassessment of your attitude to investment risk and ability to bear losses
A review of your financial goals and priorities
Market commentary and a discussion around your investment objectives
A review of your retirement income (if you have a pension drawdown arrangement)
Access to wills, trusts and estate planning services.
Keeping everything under one roof, your annual review could also include opportunities to manage, review and make changes to your investments.
Whatever your goals, you can choose the investment service that’s most suitable for you. Whether you have an existing portfolio, or you are looking to get started with investing, our in-house experts can support you in the management of your investments to any level.
The value of your investment can go down as well as up and you may not get back the full amount invested.
The Financial Conduct Authority does not regulate wills, taxation and trust advice.
Our investment services
Discretionary Service
Taking the work out of managing your investments
Advisory Service
The final investment decisions remain with you
Oversight Service
Our expert opinion, your investments, your choices
Discretionary Service
With this service, our investment team will use their knowledge and resources to make decisions and changes to your investments on your behalf based on your goals and objectives. With the freedom to react to changes in the market in a timely manner, you can rest assured that your investments are being monitored and managed by experts, keeping your financial objectives on track.
Advisory Service
When you use our Advisory Service, you will receive recommendations on how to most effectively structure your investments, but you give the go ahead before any decisions are implemented.
You’ll continue to be involved in the investment decisions, but with the help and support of our in-house experts. Working closely with us, you’ll hear options and opportunities annually for your investment portfolio, but continue to have the final say in what happens with your money.
Oversight Service
To supplement the support you’re receiving from us, the Oversight Service offers a full suitability analysis of your investments that aren’t managed through us. With this service, our in-house experts will provide you with an annual review of your investments held with third parties. Our comments and recommendations will all be based around your specific goals and aspirations for your future and leaves you in full control of any decision making.