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investment funds
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Investment Management
Our portfolio management service is designed to give you confidence that your investments and retirement funds will be looked after over the long term. Our basic service proposition includes:
- Initial face to face consultation with one of our advisors.
- X-Ray of current investment and retirement plans.
- Liaison with current plan providers.
- Use of 3rd party risk profiling tool to assess your attitude to risk.
- Design of suitable asset allocation to match your attitude to risk.
- Portfolio fund selection and advice to match your risk profile.
- Access to ethical investemnts if required.
- Annual written review.
- Annual newsletter keeping you up to date with market movements and issues.
- Fund updates.
- Justified pro-active fund switching (advisory portfolio management only).
- Re-weighting of asset allocation to portfolios to ensure continued adherence to your stated attitude to risk.
- All transactions agreed with you in writing (by letter or email).
- Written unsecured income annual review (if required).
- Unlimited access to our expertise and knowledge by phone, e-mail, and letter.
- Valuations at any time on request.
- Further services are available depending on your requirements*
There is normally an initial fee for setting up an investment or pension portfolio plus an annual charge for ongoing advice. There may also be other costs associated with your portfolio depending on the underlying investments and investment vehicles used. All charges will be agreed with you at the point of initial advice.
*Full details of the services provided can be found within our client agreement and service proposition. These can be found in the legal section of this site.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.