Navigating investment markets
The Navigator Portfolio Service, available from a minimum of £20,000 upwards, offers a range of three professionally managed portfolios for those who are looking for an expert investment service. Whether you are a cautious investor, or prepared to take more risk, we offer a range of portfolios that may suit your individual requirements, with access to your portfolio at any time, via our online portal.
How does it work?
Each portfolio has been designed to meet your preferred risk profile and aims to achieve a targeted level of return.
Our Navigator Portfolio Service has been created for individuals who would like to invest an initial lump sum and who may also make regular top ups into their portfolio.
The structure of the Navigator Portfolio Service means that any potential liability to capital gains tax will accrue more steadily thanks to the small and subtle changes made to the portfolio.
To learn more call us on 0800 877 8866 or
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What can it be used for?
A cost effective investment management solution, the Navigator Portfolio Service may be used for a variety of different needs including:
• Personal Accounts/General Investment Account (GIA)
• Self-Invested Personal Pensions (SIPPs)