Investment Management Service

Selecting a suitably diverse portfolio to meet your financial needs takes time and skill.  As such, we have engaged the services of a qualified Fund Managers to run our investment process and once we have ascertained the level of risk you wish to expose your capital to, we can select your portfolio as appropriate, reflecting your chosen your risk profile.

Our fund managers constantly reviews the portfolios to ensure they match your chosen risk profile, ensuring that the asset allocation is suitable to the current investment environment. Updates are issued quarterly.  

The Quarterly Review includes market commentary, portfolio commentary and performance of your portfolio measured against the appropriate benchmark.  It also includes a breakdown of the asset allocations for your portfolio and details of the specific fund managers selected within each asset class (to include details of the holding and past performance).  

For more information please contact us on 02392 488600 or complete the enquiry form.