The Investment Portfolio Service (IPS) may be suitable if you have a smaller sum to invest and are looking for a cost-effective way to have your investments managed, within a model portfolio carefully managed by our investment team, in line with your attitude to risk.
With our model portfolios, we aim to give you the peace of mind that comes with having a discretionary manager looking after your investments, within a framework that strikes the right balance between your desired returns and the level of risk taken to achieve this.
Our model portfolios are built using a broad spread of thoroughly researched funds and aimed at achieving consistent returns over the long term. The models are reviewed constantly by a dedicated team and rebalanced where necessary on a quarterly basis.
For more information about our Investment Portfolio 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 720207.
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 720208.
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.