Investment Management

Discretionary Management

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

We 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.

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.

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 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.

Your appointed investment manager will always be on hand, to provide you with appropriate advice and guidance, either by telephone or through regular review meetings.

Managed Collective Porfolio Service (MCPS)

Designed specifically for those investors with smaller sums of money to invest, the MCPS also has great appeal for those who are quite cautious by nature, but who still wish to benefit from professional management of their investment capital.

Focussing on 'collective' investments such as unit trusts and investment trusts, the MCPS utilises the skills of the UK's very best fund managers; investing across the globe and across many different asset classes and investment styles to ensure that volatility is moderated, risk is mitigated and performance maximised.

Investors have the option of electing for either a Growth, Income or Balanced portfolio and can choose to invest through either our Nominee facility or within an ISA or Self Invested Personal Pension (SIPP).

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