Professional investment management for individuals and trustees


Advisory Service


Our advisory service is ideal for investors who prefer a more ‘hands-on’ approach. It offers the same investment strategy as our discretionary management service, diversifying asset classes through a core/satellite approach, and providing access to lower-charged investments. However, ultimate control over the portfolio remains with you – while we provide both initial and on-going recommendations, any changes are only made with your express authority. You will also have access to online valuations, and receive our regular newsletters and six-monthly valuations.

As with all our services, we charge for our advice on a pure fee basis with all commissions and any fund manager discounts rebated. Prior to accepting your instructions we will confirm the basis of our fees and terms and conditions.

The value of investments, and income from them, can go down as well as up, and investors may not get back the original amount invested. Where overseas investments are held, the rate of currency exchange may cause their value to go down as well as up. Investments in emerging markets are by their nature higher risk and potentially more volatile than those in inherent, established markets.