What do you get?

Our investment service offers a wide range of benefits which, depending on your circumstances, include:

• A 1h meeting at our office (or telephone conversation if you don’t want to travel) so we can help you choose your investment strategy
• A detailed investment risk and reward assessment using psychometric risk profiling techniques
• A personalised investment proposal based on the above
• A well diversified investment portfolio covering UK and overseas equity and fixed interest markets
• Annual rebalancing of the portfolio
• Email and telephone contact with a well qualified Financial & Investment Planner throughout the year
• A 1h Annual Progress Meeting if your portfolio is over £250,000 or telephone meeting if your portfolio is less than £250,000
• Online access to your portfolio
• Printed valuation once a year from your selected investment administration manager
• Regular, relevant personal financial planning updates
Refer a friend/colleague reward scheme
• Advice on existing investments if required*
• Advice on wider finances if required*

*Additional fees apply