Advisory ...
We understand that some investors prefer to have more control over their portfolios, and we offer an advisory service where we contact clients to make recommendations.
Your portfolio will be monitored by an Investment Manager to ensure it stays balanced and in line with your pre-agreed investment goals. Suggested changes will be discussed with you and regular valuations and reviews of your portfolio will be provided.
As with the discretionary we will provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed of all developments. If you wish, you may also access your valuations and statements via our online investor access facility.