Stockdale Asset Management's

advisory service

We understand that some investors prefer to have more control over their portfolios and therefore we also offer an advisory portfolio service. Like our managed discretionary service, your portfolio will be tailored to your specific needs, based on your objectives, risk profile and financial circumstances, creating an investment strategy that is right for you. Your Risk Profile is made up of three component parts – your Risk Required (how much risk you need to take), your Risk Capacity (how much risk you can afford to take) and your Risk Tolerance (how much risk you prefer to take). We will review your portfolio on a quarterly basis and should we consider any changes are appropriate we will write to you with our recommendations.

We will also provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed. Our secure online site, Raymond James Investor Access™*, provides you with a convenient way to access all your investment accounts, placing your investment information at your fingertips. With an easy-to-use format, you are able to view your portfolio, including you holdings and the last two years’ of transaction history. Investor Access™ provide you with the most up-to-date information on your investment accounts – 24 hours a day, 7 days a week- via any computer, smart phone or tablet.

*Pricing related data is updated within Investor Access™ each business day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the close of business on the valuation date.

Hear from our clients

TESTIMONIAL

“My wife and I were looking to arrange personal retirement pensions but weren’t sure where to begin looking. Pete was at hand to guide us through the process, explaining in layman terms what options were available to us from start to finish. For his communication, knowledge and understanding of his field, I would not hesitate in recommending Pete to family and friends.”

Dave and Steph Storey

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.

Stockdale Asset Management's

advisory service

We understand that some investors prefer to have more control over their portfolios and therefore we also offer an advisory portfolio service. Like our managed discretionary service, your portfolio will be tailored to your specific needs, based on your objectives, risk profile and financial circumstances, creating an investment strategy that is right for you. Your Risk Profile is made up of three component parts – your Risk Required (how much risk you need to take), your Risk Capacity (how much risk you can afford to take) and your Risk Tolerance (how much risk you prefer to take). We will review your portfolio on a quarterly basis and should we consider any changes are appropriate we will write to you with our recommendations.

We will also provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed. Our secure online site, Raymond James Investor Access™*, provides you with a convenient way to access all your investment accounts, placing your investment information at your fingertips. With an easy-to-use format, you are able to view your portfolio, including you holdings and the last two years’ of transaction history. Investor Access™ provide you with the most up-to-date information on your investment accounts – 24 hours a day, 7 days a week- via any computer, smart phone or tablet.

*Pricing related data is updated within Investor Access™ each business day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the close of business on the valuation date.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.