Bespoke Investment Service

We’ll start with a conversation, which will give us the opportunity to find out about your situation and what you’d like to achieve. We take this time to get to know you, your aspirations and your long-term goals, so we understand what you would like to achieve from your investment portfolio.

We’re happy to work with you or can arrange a meeting with our specialist financial planners to build a broader plan. Alternatively, we can work with your existing Financial Adviser if you have one.

Understanding your financial goals and attitude towards risk will help us design a bespoke portfolio that meets your investment needs. We’ll discuss your financial situation and timescales for your goals so we can understand precisely what it is you want to achieve.

We use the information we’ve gathered to design an investment strategy to meet your objectives. We’ll consider any existing investments you might have and use our research tools and risk software to provide you with a bespoke investment proposal, which also sets out the costs and charges.

Once we’ve agreed your strategy with you, we’ll begin implementing your plan. Through ongoing monitoring and adjustments, we’ll make sure your portfolio is always in line with the investment remit you’ve given us. Using sophisticated research and risk management tools, we’ll make sure you don’t miss out on appropriate opportunities or are exposed to any unnecessary risks.

Your dedicated Investment Manager will oversee all aspects of your relationship and investments. You can check your portfolio’s performance through our secure client portal and app, and you’ll also receive regular updates. We’re here at any time to discuss any questions you have about your portfolio.

Your Investment Manager will review your strategy regularly to make sure it always matches your situation, goals and risk appetite. We’ll adapt the investment strategy if anything in your life changes.