Managing your investments is a full time job. We offer a full portfolio management service so you can have the security that your investments are being managed and monitored as if you were doing this yourself.

This service is part of our financial planning services.

Should you select the portfolio management service, your adviser will work with you to ensure that all your investment objectives are met, both now and in the future.

Depending on the level of service that you select, we will regularly update you with a report on your investment portfolio. This will ensure that you are kept in touch with the performance of your investments and enable you to make changes sooner rather than later.

Click here to see a leaflet on our portfolio management service.

Benefits to you of portfolio management:

• Update on your investment portfolio at each review
• Efficiently track your investments
• Regular analysis of your financial picture
• Security that your investment portfolio is being monitored
• Regular market updates
• Complete tax efficiency
• We provide different levels of service, depending on your portfolio management needs.

Click here to download a leaflet on this portfolio management service.

Click here for a leaflet on investment risk.

Why not speak to one of our advisers about portfolio management?