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Portfolio Management Service
With so many types of investment available, and such a range of companies to
choose from, choosing and then monitoring a portfolio of investments
requires significant expertise and time.
For over 35 years, we have helped clients with initial advice and ongoing
monitoring of their investments. We are specialists in implementing personalised
portfolios and providing ongoing reporting and monitoring.
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Key Benefits |
- Specialists in portfolio management with over 35 years experience
- Totally independent advice - we advise on products across the investment
market place - not just a limited range of
companies.
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Types of Portfolio |
Our clients benefit from a bespoke portfolio, chosen after careful
discussion. We carefully analyse investment aims, including the rate
of return expected and the amount of risk that is acceptable.
We can set up portfolios for capital growth, an income, or a combination of
both. Regular updates and reviews are arranged as part of our ongoing service to
you.
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What Can I Gain? |
We take away the worry of money management and report to you on an agreed
regular basis, normally once or twice a year.
Perhaps the biggest gain is from our ability to select the best funds for
you. By way of example, contrast the following performance figures:-
Funds We Have Recommended to Clients Looking For Capital Growth (based
on a £10,000 investment held for 5 years up to 01/12/2012)
AXA Framlington UK Select
Opportunities
£13,240
Liontrust Special
Situations
£18,670
These are two excellent funds managed completely differently that we have
included as core holdings as part of a well diversified growth portfolio.
Popular Funds That We Would NOT Recommend at Present
Legal & General UK 100 index
£10,040
Scottish Widows UK
Growth
£ 9,880
We believe that the above figures demonstrate the benefits that we add to
clients' portfolios. The Legal & General Fund is promoted for its low
charges (BUT AT WHAT COST!!). The Scottish Widows fund has had a variety of
managers over the years and is pretty representative of the awful performance
of most bank investment products. (Scottish Widows is owned by Lloyds TSB).
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