Manage your investments

Discretionary Portfolio Management

We look to build investment portfolios tailored to your needs and designed to meet your goals. You will have a dedicated investment manager to look after your portfolio, who is always on hand to discuss any aspect of your investments. We enjoy building long-term working relationships with our clients, based on mutual trust and understanding.

Here is how our Discretionary Portfolio Management service can help you achieve your investment goals.

Bespoke Investment Strategy

Your appointed wealth manager will take time to build a detailed understanding of your circumstances and what you want to achieve, while taking into account important factors such as your tax status and attitude to risk.  We will then design and agree with you a bespoke strategy to meet your specific needs.  Where possible and appropriate, your strategy will make use of tax efficient ‘wrappers’ such as ISAs or a Self Invested Personal Pension (SIPP).

A Sound Investment Approach

Our views on asset classes, sectors and individual stocks are distilled into a framework which is used by our wealth managers to structure portfolios.  Within this framework, we operate a series of controls to monitor closely the amounts invested in any one stock or sector, but the final composition of each portfolio is left to the appointed manager because he or she is the one who knows you best.  This approach works well as it enables us to combine our overall strategy with our knowledge of your individual requirements.

Efficient Administration

Effective management needs to be backed up by efficient administration and reporting. We carry out the majority of administration in-house to make sure that if something needs doing, it gets done. Similarly, we use our own nominee company to hold clients’ investments. All cash is held in interest-bearing accounts with a leading UK bank. If you need to draw a regular income from your portfolio, you can opt to receive monthly or quarterly payment, which we will make directly to your bank account, or any income can be retained for investment.

Regular Reviews

Your wealth manager will keep your portfolio under regular review to make sure it stays up to date and is appropriate for you as your life changes. You can decide how often you receive statements and updates from us and you can look at your portfolio online at any time using our secure online client portal at

For more information about our Discretionary Portfolio Management service or to arrange a meeting with one of our wealth managers, please complete our enquiry form, send us an email or call us on 01223 720203.

Please note that, as with any investment, your money is at risk. The value of your investments can go down as well as up and you may receive back less than you invest.

We take the time to understand your underlying objectives and help you reach your financial goals
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