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Investment Management

Our portfolio management service is advisory, meaning that all investment decisions are made by the client, based on our advice. The service includes:

  • Portfolio construction, using a clear and transparent asset allocation model, based on your objectives and attitude to risk, the main assets being cash and fixed interest; property funds; equities (UK, European, US, Japanese, Emerging Markets).
  • Annual portfolio review, including performance against objectives, and risk profile.
  • All transactions agreed with you in writing or verbally.
  • Implementation of your instructions with no charge for transactions, e.g. fund switches, other than those made by the provider, i.e. we have no incentive to trade other than to benefit the performance of the portfolio.
  • Unlimited contact by phone, e-mail, and letter.
  • Valuations at any time on request.
  • Consolidated tax statements at the end of the tax year.

The cost of the service is 0.5% of the portfolio value per year, plus an initial fee for setting up the portfolio.
If renewal commission of 0.5% is paid to us, the amount typically paid by investment funds, then there will be no further fee to pay.

Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 455109

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Pensions & Wealth Management Services Ltd
Registered Address:
Suite 26, Century Buildings, Brunswick Business Park, Tower St, Liverpool, L3 4BJ

Registered in England & Wales, No. 5860471

Neither Pensions & Wealth Management Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.