INVESTMENT MANAGEMENT SERVICES
No matter whether you are investing: -
• Capital sums and need this to provide you with tax-efficient
• Capital sums for growth purposes
• On a monthly basis to create capital for the future:
You will want to know that your investments are working efficiently
- that your funds are providing competitive investment returns and you
are taking advantage of all tax saving opportunities.
The method we adopt in managing our client's investments is summarised as follows:
Portfolio Construction and Assessment
Initial recommendations in respect of uninvested capital and/or the
review of current investment funds are provided in full consideration
of your circumstances and objectives, providing you with the appropriate
balance of risk, sector and geographical allocation at outset. Full fund
analysis and research is undertaken in order to identify the most competitive
investment managers in line with your requirements.
Your investment funds are monitored against their sector averages in
order to maintain competitive performance throughout your portfolio.
We keep you informed of any legislative or market changes that could
effect your investments.
We review your portfolio with you to ensure that investments remain
appropriate to your circumstances and to agree any adjustments or alterations
as appropriate. We always work with you in an advisory capacity and are
always available should you wish to discuss your investments or, indeed,
any other financial planning matter.
We will provide you with concise Portfolio Reports showing
details of all your life assurance, Pension and investment valuations
at appropriate intervals.
Click below to see how all your assets can be managed from one place,
with a minimum of paperwork.
Instant valuations, instant purchase and\or sale of an asset, Full
activity records, even your CGT calculations are instantly available.
When the site opens choose
on line demonstration and choose one of the two demonstration clients. Once
you have seen the benefits you might wish to consider re-registering your
current funds with us and enjoying full control, it really is a simpler
way to manage any kind of investment from one place.
Transact specialist portfolio management
Select Online Demonstration - choose one of the demonstration investors
- log in the number and PIN shown.