Private Clients

We understand that investing for the long term requires a conservative, considered approach; whilst deciding on an investment strategy, and which investments to purchase, is a time consuming process. We therefore recognise that most individuals do not have the required time or resources to manage an investment portfolio alone.  This is where our portfolio management services can offer you value.

We offer two levels of portfolio management services, which between them give you the opportunity to decide how much interaction you would like regarding the management of your investments.

Our premier service is Discretionary Portfolio Management, which is designed for clients who do not want to take an active role in managing their investments and would instead prefer us to take full control of the investment process.

For clients who would like to take a more active role, we offer an Advisory Portfolio Management service, which gives clients the final say in proceeding with our advice.

Whichever service you decide to take advantage of, you will benefit from having your own individual investment manager who will be personally responsible for your investments. Prior to investing they will take the time to ensure that they fully understand your requirements and investment objectives, whilst also confirming other factors including: your knowledge and experience, attitude to risk, and the time horizon for investing.