Our unique combination of financial and legal services…
Our Dynamic portfolios are ideal for investors who would like to hand over the day-to-day management of their portfolio to our experts.
This works well if you would like to make a lump-sum investment, because it gives you the reassurance of a selected portfolio of funds, across a broad spread of assets, at a level of risk that you’re comfortable with. Regular rebalancing of your portfolio ensures it stays on course to meet your long-term investment goals.
With our Dynamic portfolios you can be secure in the knowledge that your investments are being carefully looked after by our experienced investment management team.
For more information on our Dynamic portfolios, please get in touch.
The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.
Get a bespoke review and advice on your existing investment strategy.
Our portfolio review service is an independent evaluation of the investment strategy and performance of your current investment manager after costs, and how this compares to the industry generally.