Managed Advisory Services

You may wish to be involved in the day-to-day decision making for your portfolio and take an active involvement in the markets, choosing investments on an individual basis. If so, our managed advisory service may be more appropriate.

Reflecting the underlying benefits of our discretionary management service, we offer recommendations on individual investments in the context of your investment objectives and existing holdings at the time of giving advice. We are able to provide advice on most types of investments, including equities, government and fixed interest securities and retail investment products such as investment trusts, unit trusts, structured products and other collective investments.

Features at a glance:

Full administration.

Day-to-day active management of your portfolio, subject to your approval, adjusting as markets and your requirements change.

Secure online access to view your portfolio.

Regular valuations and reporting.

Annual tax and Capital Gains pack.

Direct access to your investment manager who will contact you regarding all your investment decisions.

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To find out more call us on 0800 877 8866