Advisory Service

Our Advisory Service is aimed at clients who wish to make their own investment decisions, but want access to their own Investment Manager. This service allows you to adopt a hands-on approach in the day-to-day business of managing your portfolio.

Under this service we continually monitor your portfolio and make recommendations, but we only act on receipt of your instruction. As part of this service, securities will be held by our Nominee company, so allowing your investments to be held in electronic form.

As an Advisory client, you will benefit from our full supporting investment administration, including valuations, consolidated tax certificates and Capital Gains Tax schedules.

Please note, the value of your investments and any income derived from them from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.