Our Performance

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.

Superpowers

Our Power of Discretion

noun:

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

Our Specialist Range of Managed Portfolios

Choose your Managed Portfolios

5.1 – REQUEST MANAGED PORTFOLIOS

Request an initial managed portfolio or a switch

Our Responsibility
We understand you have a choice as to how you choose to invest your savings, but as regulated professionals we also carry a duty of care. Hence this form is to request to invest a proportion of your savings into one or maybe each of our managed portfolios. We have a page dedicated to each of your choices and hopefully those pages have informed you enough to make your decision. However the FCA insist we “know our client”, sometimes choices are not made which adequately reflect your personal circumstances. In most cases we would agree with a client’s choices, but if our assessment concludes investment into one of our portfolios is a bad choice, we will not be able to carry out your instructions.
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Your General Account(s)

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Your Individual Savings Account(s)

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Your Pension Account(s)

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Your Drawdown Account(s)

Drawdown Notes
There are additional rules in place to ensure HMRC can effectively monitor the tax treatment of Flexi-Access Drawdown Accounts. The outcome is that once tax-free cash has been withdrawn, a drawdown account cannot be altered. This includes splitting the account to allow investment in several portfolios. One managed portfolio should be enough, but if you would like a mix please contact us.
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