We offer a range of Managed Portfolios to help you achieve your goals
Our range of managed portfolios are suitable for most individuals. Whether your attitude to investment risk is balanced or very adventurous, we have a managed portfolio which should satisfy your requirements. We do also manage a limited amount of savings for cautious clients and we run a portfolio exclusively invested in shares that qualify for business relief to satisfy those clients looking to pass as much of their life savings to the next generation as possible.
The Financial Conduct Authority has granted us permission to manage client investments on a discretionary basis.
The right to choose something, or choose to do something, according to what seems most suitable in a particular situation.
Our Core Range of Managed Portfolios
Aiming to beat inflation over the medium term.
- Short term capital fluctuation must be tolerated.
- Suits reluctant investors who don’t want to see higher inflation erode their life savings.
- Attempting to preserve your capital is our foremost goal.
Aiming to double your life savings over a decade
- Short term capital fluctuation is accepted.
- Suits the majority of average risk investors.
- Currently holds around 2/3rds of the capital we manage.
- Our Default managed portfolio for new clients.
Aiming to triple your life savings over a decade.
- Short term capital fluctuation embraced.
- Suits long-term investors targeting higher than average returns.
- Requires taking higher than average investment risks.
- Currently holds about 1/4 of the capital we manage.
Our Specialist Range of Managed Portfolios
Aiming to deliver a higher return over longer periods.
- Our specialist Alternative Investment Market Managed Portfolio.
- Smaller companies have tax benefits.
- This portfolio is suitable for those client’s with a higher than average attitude to investment risk who wish to try to mitigate a future 40% IHT bill.
Aiming to achieve very high levels of growth over the very long term.
- This Managed Portfolio is suitable only for a small portion of a client’s overall savings, unless they are prepared to accept potential losses in value over multiple years in a row.
- A difficult choice to stick with when news turns bad.
If you ask for it we can consider it. Build it and they will come.
- Maybe you would like to benefit from shareholder discounts.
- Maybe you want to help save the planet by avoiding investment in the most damaging companies and sectors.
- Maybe you want to invest purely in tomorrows technology.
Choose your Managed Portfolios
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