Bespoke Discretionary Portfolio Management

For clients with more than £150,000 to invest, our bespoke discretionary investment management service is one where all the day-to-day investment decisions are delegated to us, thus removing the burden from you to react to fast moving markets and the changing economy.

 

 

Understanding your priorities

Before we invest any of your wealth, one of our expert investment managers will take the time to thoroughly understand you and your financial goals and aspirations and make recommendations on how best to achieve those goals.

We will then implement your agreed investment strategy and regularly report directly to you through meetings, either face-to-face or by telephone and by printed portfolio valuation. You may also view your portfolio online, at any time, via our secure online portal.

Your portfolio can include a wide range of investments and we will work with you to structure it in the most tax efficient manner, using ISAs, personal pensions such as SIPPs, Trusts or offshore bonds. Your investment manager can work alongside your other advisers to ensure that your portfolio is managed in the context of your wider wealth planning goals.

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  To learn more call us on 0800 877 8866 or

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Bespoke Discretionary Investment Management at a glance

   Minimum investment £150,000.

   A bespoke investment management service tailored to your needs.

   Day-to-day active management of your portfolio, 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.   

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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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You might also be interested in... 

Private Client Brochure
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Wealth Planning
Our wealth planning advice is a service rather than a product and the wealth planning advice we provide is independent, unbiased, professional and jargon free.

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Glossary of investment terms
We have prepared this glossary to provide you with an explanation of some of the commonly used investment and technical terms you may find reference to throughout our website, literature and general correspondence with you.

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Investor Insights

Published quarterly, Investor Insights is delivered straight to your email inbox and is designed to bring you up to date on global markets as well as other wealth management related topics affecting our clients.

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To find out more call us on 0800 877 8866