Advisory Portfolio Management

Advisory Portfolio Management differs to our discretionary service as it provides clients with more input into the managing of their portfolio. Within our advisory service you will receive your own dedicated investment manager who will be responsible for managing your investments.

The main difference between our advisory and discretionary services is that within our advisory service we will offer you suggestions on your portfolio; although, the final decision on making the alterations remains with you.

We continue to adopt a pro-active approach in the management of your portfolio and make recommendations, in accordance with your investment objectives, as and when we feel they are appropriate, or in response to corporate activity. In addition, and where relevant, you will also receive regular reviews of your portfolio, at which time we will consider all aspects of portfolio management including capital gains tax and ISAs.

As an advisory client you will benefit from utilising our safe custody service; whereby, stock will be registered in Barratt & Cooke nominee names, with you receiving your own designated account; this will greatly reduce the paperwork you receive and have to deal with.

In order to keep you up to date with the value of your investments, we produce valuations in April and October each year, whilst you will also receive end-of-year tax reports in April, and have the opportunity to take advantage of our online valuation service.

Our advisory service would suit you if you would prefer a greater degree of interaction on your investments; however, we understand that not all clients have the necessary time to consider our advice, or deal with the required paperwork. Many clients therefore now prefer to use our discretionary service.

If you have funds for investment of £400,000 or more, and would like to discuss how we can manage your investments, please contact one of our investment managers.