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Please note, the information provided in this website is aimed at all types of investor and some articles and links may be geared towards non-retail investors (such as professional and institutional investors).
If you are a retail investor and you access an article or piece that is intended for professional investors, you should be aware that the information is not intended for you to rely on or use as a basis for making an investment decision.
Accessing information provided on this website does not constitute a recommendation to buy, sell or otherwise trade in all or any of the investments mentioned therein. Please remember that the value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance.
Combining straightforward portfolio management with intuitive technology
Our Managed Portfolio Service has been designed to make professional investment management more accessible.
A competively priced offering it includes seven portfolio options, each designed to appeal to varying tolerances for investment risk and differing investment objectives.
Delivers excellent value for money and avoids a VAT charge
Investments are not subject to initial dealing charges
Full control over investment risk and fund costs
Access to information 24/7
No additional costs for retirement savings vehicle
Something to suit all investors
There are seven different portfolios available each with a different objective.
For investors seeking to maintain the real value of their capital
In addition to providing an income the focus is very much on stability
The aim is to offer income with some potential for growth
This provides a true balance between income generation and capital growth
For this portfolio the emphasis shifts to growth as the priority
Objective is very much growth so not suitable for those whose need is for income
A more adventurous option for those willing take more risk
Each portfolio is carefully constructed to deliver a balance of risk and reward that appeals to a range of different investor preferences.
This is achieved by skilfully blending our funds, in varying proportions, in order to provide the best chance of producing returns in line with expectations. The process is based on the expertise of our investment team together with 15-years’ experience of operating diversified portfolios.
Our Managed Portfolio Service is enabled by Parmenion, an award-winning investment solutions and technology business based in Bristol.
Their role is to provide much of the administration behind the service as well as powering an online portal where investors can view their portfolios and access reports. The company has been in business since 2007 and is recognised as a leading provider of services to wealth managers and other investment professionals.
Perhaps you have cash savings which you can invest for the medium to long-term or you are approaching retirement and need to generate an income from your investments, whatever the situation we would be delighted to be of service. Please click on the link if you would like to get in touch.
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