Based in Bath, we offer a comprehensive range of portfolio management services encompassing investment portfolios, ISAs and Self Invested Personal Pensions (SIPPs).
The knowledge and experience of our Portfolio Managers enable us to structure a portfolio tailored to your specific needs and aspirations.
Our asset management services are available on both a Discretionary and Advisory basis. Discretionary Portfolio Management is our core service and allows clients to hand over day-to-day investment decision making on their portfolio to our experienced Portfolio Managers. Our Advisory Portfolio Management service is aimed at clients who wish to make their own investment decisions and want access to professional advice.
We are independent. We have no ties to any fund managers, banks or insurance companies and are able to deliver unbiased advice. We can search the whole financial market to find the most appropriate products and services for your situation.
Our experienced portfolio management team, based in Bath, are able to research and select investments on a totally impartial basis, so ensuring that we can provide bespoke advice and source the most suitable products for you in the market. This tailored investment strategy can be adapted to changing times without undue risk.
In addition to portfolio management, we offer a specialist service for those seeking advice regarding Funding Care for the Elderly, through an expert independent consultant. He is able to meet in Bath for meetings with those moving into care and their families.