Investment Management

Discretionary Management

Designed for those investors who have neither the time, nor the inclination, to manage their portfolio themselves, the discretionary management service is our premium level of care for discerning investors.

“Although we make all of the decisions for you, you remain informed at all times regarding any changes to your portfolio.”

Your Investment Manager

An investment manager will use our comprehensive portfolio construction and investment selection process to determine and establish a portfolio designed to suit your individual requirements. Once established, we will carefully monitor and amend your constituent holdings as necessary to ensure that your portfolio continues to meet your objectives and requirements on an ongoing basis.

Although we make all of the decisions for you, you remain informed at all times regarding any changes to your portfolio through the issue of contract notes every time we trade and on the end of the phone or in person for any queries you may have. Please therefore feel free to contact us at either of our offices in Leicester or Northampton as we offer our services to a wide area ranging from Milton Keynes and Warwick to the rest of the United Kingdom.

“We are also able to provide clients with on-line access so they can view their portfolio whenever they like, at home or abroad.”

Portfolio valuations are provided on a regular basis, accompanied by a detailed report summarising past investment performance, general market developments and the outlook for the period ahead, keeping you informed of our performance every step of the way. We are also able to provide clients with on-line access so they can view their portfolio whenever they like, at home or abroad.

We are able to manage investments on a broad range of platforms and within a variety of investment vehicles including ISA’s, Pension Plans, Trusts, Charities, investment bonds and own name portfolios. As we have the benefit of highly experienced financial advisor in-house team, we are able to combine our portfolio management expertise with advice on pensions, inheritance tax planning, and both onshore and offshore investment bond wrappers, as well as any more general financial advice from a financial planner.

For further details of our Discretionary Management Service please click here to download a brochure or fill in our contact form.

Advisory Management

Designed for those investors who would like to retain some control over their investments, but who value the assistance and help of a professional investment manager.

We will undertake the same detailed portfolio construction and investment selection process as with the discretionary management service, but will seek your prior approval before it is implemented. This gives you the opportunity to influence decisions and provides some scope to fine-tune strategy.

Thereafter, you will receive regular advice and recommendations, as well as periodic valuation reports and comments on the changing profile and performance of the portfolio. We will actively monitor your portfolio’s constituent holdings. If there is a significant development, such as a take-over approach or ‘rights’ issue, we will contact you and discuss your options, offering our advice on the best course of action.