Working with Stockdale Asset Management on

a discretionary basis

Our managed discretionary service aims to give you the peace of mind, safe in the knowledge that your portfolio is being managed by an experienced investment manager. 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). With access to the whole of the market, we have the freedom to select the best options for you. The security of your capital is of utmost importance. We aim to achieve consistent returns over the long term without taking excessive risk and we take great care in crafting diversified portfolios designed to mitigate the risks involved in meeting your objectives.

We will provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed of all developments. 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 your 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

“Pete has been managing our investments and pensions for a number of years now and we have always found him incredibly helpful and professional (even writing letters for us to sign to change our address with our pension providers when we moved house!).  We would, and have, recommended Stockdales to family, friends and work colleagues due to their great customer service, knowledge and sound financial advice.”

Dave and Clare Chapman

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@stockdaleasset.com
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.

Working with Stockdale Asset Management on

a discretionary basis

Our managed discretionary service aims to give you the peace of mind, safe in the knowledge that your portfolio is being managed by an experienced investment manager. 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). With access to the whole of the market, we have the freedom to select the best options for you. The security of your capital is of utmost importance. We aim to achieve consistent returns over the long term without taking excessive risk and we take great care in crafting diversified portfolios designed to mitigate the risks involved in meeting your objectives.

We will provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed of all developments. 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 your 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@stockdaleasset.com
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.