Advisory Services
Our Advisory Management service is aimed at clients who wish to make their own investment decisions and want access to professional advice. This service allows you to be involved in the day-to-day business of managing your portfolio.
There are two levels of Advisory service:
- Under our Advisory Managed service we continually monitor your portfolio and make recommendations, but we only act on receipt of your instruction. As part of this fee-based service, securities will be held by our Nominee company and you will benefit from our full supporting investment administration, including regular valuations.
- Under our Advisory Dealing service, we will advise on the merits of an investment when requested by you, but we will not continually review your portfolio. We can also provide valuations on request.
You can also register for our Online Valuation Service and view your portfolio at any time. You can view your investments by stock or by sector and print off your statement. For security reasons, your name will not appear on screen on any valuation you may print; only your client reference number.
The value of your investments and any income from them can fall and you may get back less than you invested. No service is suitable for all people. If you have any doubts, please contact your existing investment manager or contact us to arrange a meeting.