Our unique combination of financial and legal services...

Our Asset Management services:

Managed Portfolio Service

Our Managed Portfolio Service is built for investors and advisers who would like to hand over the day-today management of the portfolio to our experts. It offers a number of portfolio options built to meet a range of client requirements, risk mapped to Dynamic Planner.

This is ideal for clients who want to make a lump-sum investment. It gives them the reassurance of a selected portfolio of funds, across a broad spread of assets, at a level of risk that they are comfortable with. Regular rebalancing of the portfolios ensures that they stay on course to meet their long-term investment goals.

With our Managed Portfolio Service, you and your clients can be secure in the knowledge that their investments are being carefully looked after by our experienced investment management team.

For more information on how our Managed Portfolio Service can deliver for your clients, please get in touch.

Portfolio Review Service Get a bespoke review and advice on your clients’ existing investment strategy. Request Your Review Now

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.