Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.

A diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies. The key to successful investment is in the time you give your money to grow and choosing the investment sectors and investment managers wisely. 

Our investment management service is our unique process for identifying your tolerance to risk, assigning an appropriate asset allocation and making the relevant fund selection, to ultimately maximise your returns while minimising the risk.  We’ll monitor the progress of each investment we recommend and we provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.

For more information please see our Investment Management service section for details or contact us on 02392 488600 or complete the enquiry form.