Coronavirus Update

 Advisory

If you want to stay in control of your investment decisions but are seeking trusted investment advice, our Advisory service might be for you.

With this service we will assign to you an experienced investment adviser, who will be on hand to provide you with ad-hoc investment advice. Prior to this we will ask a series of questions to outline your investment objectives and attitude to risk, before the process of advising begins. This is not a managed service, like our Discretionary Service

By choosing our advisory service you will actively participate in the financial markets. Your advisor will not be responsible for the on-going asset allocation of your investment portfolio, this will remain your responsibility.

Our Advisory Service also includes:

  • Bespoke investment advice when required
  • Dedicated investment advisor
  • Consolidated tax certificate
  • Secure online access to view your portfolio

Frequently Asked Questions

What is our advisory investment service?

This is where we will provide professional and personalised advise when you request it from us. We will make recommendations based on your portfolio objectives and attitude towards risk. However, we will be unable to act on these recommendations until you present the instruction to do so. We do not have any obligation to regularly review or report on your portfolio’s performance. The management of the portfolio is your responsibility. We act in an advisory capacity when you request advice from us.

How is advisory different from a discretionary service?

With our discretionary service we take control of the investment decisions. We agree with you an investment mandate taking into account your attitude to risk, investment objectives and any investment restrictions or preferences. We then make all the investment decisions we believe are appropriate to your requirements. With the advisory service, we do not manage your portfolio, this is your responsibility.

What are the benefits of advisory?

With our advisory service we support you through the decision-making process, providing guidance and engagement. You remain in control of your investment decisions; we only act on your behalf once you have given instruction for us to do so.

For whom is advisory suitable?

If you wish to be involved in the day-to-day investment decision, and require trusted, professional advice, this is the services for you.