Wealth Management

This is our flagship service, designed for clients who require a market exposure in excess of £150,000. We operate a series of Model Portfolios of collective investment funds such as unit trusts, open-ended investment companies and Exchange Traded Funds, the performance of which we measure each month against various indices and other comparators. Individual investors’ portfolios are based on the model which most closely matches their requirements but all portfolios are tailored to meet individual needs and concerns. This is an ongoing service which focuses on the optimisation of investment returns within a given risk profile and incorporates annual review reports and regular contact with your Adviser.