With a combination of continuous and comprehensive portfolio management, and exceptional and unbiased investment advice, our Advisory Managed Service is designed to work exactly how you want it to. Whilst your investment manager will recommend any proposed investments – based on the strategy and aims you formulate together, and the extensive research and monitoring of funds by our investment committee – the final decision to invest will always stay with you.
You can also choose how much or how little contact you want from your investment manager, and how you want us to get in touch. You may prefer to speak to us face-to-face or by phone, or you would rather we contacted you by email or letter – the choice is yours, all you need to do is let us know.
