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

REQUEST A CALL BACK

 

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.   

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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