We take time to listen to the needs of businesses to establish a clear understanding of the requirements, ensuring that our management remains in line with the aims and objectives.
We assess your risk tolerance, how much money you want to invest and discuss your timescales.
You will be assigned a direct Investment Manager who will continuously monitor the investments, providing peace of mind.
You will receive a portfolio review quarterly.
Online access to the performance on your investments is available through our Conectus Portal.
The Discretionary Service is available to clients who have a minimum of £150,000 to invest.
