Managed Advisory Service
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 for your investment management needs.
How it works
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 investment advice on equities, government and fixed interest securities and retail investment products such as investment trusts, unit trusts, structured products and other collective investments.
To learn more call us on 0800 877 8866 or
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Managed Advisory Service 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.
Additional Discretionary Investment Services
We also offer these additional tax efficient investment services dependent upon your needs and financial goals.
Discretionary Enterprise Investment Scheme (EIS) Portfolio Service
The Portfolio focuses on investing in EIS qualifying companies quoted on the AIM Market and is managed by our experienced AIM Portfolio Manager, Paul Sheehan, supported by our specialist AIM research team.
Inheritance Tax (IHT) Portfolio Service
Our Inheritance Tax Portfolio service helps you pass on more of your wealth by investing in Business Relief qualifying companies quoted on the Alternative Investment Market (AIM).
Business Relief qualifying assets that are held for a minimum of two years are exempt from Inheritance Tax (if still held upon death).
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