Professionally Managed Services

We provide a wide range of professionally managed investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.

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What investment service suits your needs?

Bespoke Investment Service

I would like a professional to manage my investments for me

Entrust a dedicated expert to make investment decisions on your behalf.

  • You’ll have direct contact with your investment manager, speaking directly to the person responsible for your portfolio.
  • We’ll construct a portfolio based on your personal circumstances, investment objectives and risk appetite.
  • We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
  • Minimum investment £200,000.
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Foundation Portfolio Service

I would like an expertly managed portfolio, in a cost-effective way

Straightforward way to access our investment expertise. We'll help you invest in one of our funds to suited to your needs.

  • Access to our advice desk whenever you want to contact us by phone or email (please note that our advice is restricted).
  • A range of five actively managed funds, and we’ll guide you to the one that most closely matches your investment objectives and risk appetite.
  • Annual review to ensure we’re managing your money in the most suitable investment strategy.
  • Minimum investment £20,000.
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Advisory Investment Service

I would like advice on my investments from a professional

Get support from our experts when choosing your investments choosing either Advisory Managed or Advisory Dealing.

  • You’ll take responsibility for your portfolio with as much or as little support from us as you want.
  • We’ll provide advise on your investments based on your personal circumstances, investment objectives and risk appetite.
  • We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
  • Minimum investment £200,000.
Find out more
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Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.

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