Discretionary Investment Management
Having agreed appropriate objectives, your investment manager will be responsible for the day-to-day management of your portfolio. Professional management of your investments takes away the worries over administration and it enables you to gain the maximum benefit from our expertise without losing touch with your affairs. Contact is encouraged and your investment manager is always available to answer any queries. Contract notes are despatched following any transaction and you will receive regular valuations and a comprehensive investment report for each fiscal year.