Portfolio Management Services
We provide a portfolio management service on both an advisory and an execution only basis (dealing only with no advice given). We are also plan managers for Stocks and Shares ISAs.
Within the area of Retail Products we will advise on a 'Restricted' basis.
Our advisory investment business concentrates on private clients, Trusts and SIPPs. As an advisory service all our recommendations, including corporate actions (e.g. rights issues) are approved by our clients prior to any action being taken and therefore we work in partnership with our clients.
The service encompasses a full fact find to assess needs and objectives, a risk assessment, an agreed structure and strategy, initial investment (based on detailed proposals) and ongoing management and advice, with regular reporting.
It also includes full stock market dealing in UK equities and collective investments, research and a nominee service.
The nominee service enables all assets to be held electronically with all administration, for example contract notes, dividends, corporate actions and settlements, carried out on behalf of our clients.
If you feel this is the type of service you require which by its nature is client focussed and interactive, please contact Dominic Sheehan or Joanna Trueman to set up an initial meeting.