Our portfolio management service has been designed for individuals who have between £20,000 and £100,000 to invest, wish to review funds such as PEPs and ISAs or review their pension funds.
The service allows you to invest in a risk-rated portfolio of hand-picked investments created to appeal to investors with a low, medium or high attitude to investment risk.
There are three different portfolios for you to invest in, each with their own risk category:
Lower - an objective to achieve an appropriate balance between income and growth assets with lower volatility.
Medium - an objective to create a balanced portfolio with income and growth over the longer term.
Higher - an objective to achieve capital growth over the longer term.
Whichever portfolio you choose, our advice could significantly improve the investment performance of your holdings.