Working with Professionals

Bespoke Investment Service for Professionals

Entrust a dedicated expert to make investment decisions on behalf of your clients. We’ll monitor and adjust their portfolios to make sure they don’t miss out on appropriate opportunities or are exposed to unnecessary risks.

How we work with you

Benefits of our Bespoke Investment Service

Our highly personalised Bespoke Investment Service allows our Investment Managers to create a deep relationship with you and your clients. We’ll design investment portfolios specifically to meet their needs and long-term financial goals.

You’ll have direct contact with dedicated Investment Managers, so you can speak to the person responsible for your clients’ investment portfolios.

With offices throughout the UK, you can work with Investment Managers that are nearest to you. You and your clients will have regular contact in person, over the phone and through our secure client portal.

We’ll work with you and your clients to gather relevant information to construct bespoke portfolios based on their personal circumstances, investment objectives and risk appetites.

We seek to help your client take advantage of all their annual allowances and using tax-efficient wrappers, such as ISAs an SIPPs

Your client's Investment Manager can draw upon a breath of experience and market insights utilising external research as well as support from our expert in-house research team. 

We can match your clients’ portfolios to their personal views and values through ethical, responsible and ESG investment approaches; also allowing them to hold their cherished holdings.

Why Bespoke Investment could be ideal for your client

Individuals and families come to us to manage their investments for them for all sorts of reasons. We’re here to help your clients create a more secure financial future for themselves and their families.

They don’t have the time to manage their own investments

By delegating responsibility, your clients can take advantage of our investment expertise, track record and insights – so they’ll have more time to focus on what matters most to them.

They’re looking for a personalised approach to their investments

When you and your clients work with your dedicated Investment Manager, they’ll take the time to understand your client and their family goals, interests and risk appetites, to create a customised service.

They don’t have the expertise to manage their own investments

Your clients can enjoy the peace of mind that comes with knowing their investments are being continuously monitored and adjusted by their Investment Managers who has been managing clients' money across generations.

They want their investments are aligned to their interests

You and your clients will speak with the same person who invests for them. So you can both be sure that the investment decisions are based on a clear understanding of each client’s situation.

Latest insights

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What can you expect?

There’s a lot to think about when developing and implementing your investment strategy. We’ve put together everything that’s involved into these five stages:

Don’t just take our word for it

Award winning service

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and high-quality services we provide by both our industry peers and clients themselves.

View all our awards
2021 Gold DFM Service
2021 Wealth Manager of the Year - Tom Scarborough
2020 Woman of the Year: Investment Advice - Katie Tasker

Request a call back

Get in touch with Glenn Baker to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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