Externally Managed Portfolios

As Independent advisers we are able to monitor and advise upon any investments you might have. This might consist of investments in life insurance or pension funds or a portfolio of shares run by a stockbroker.  For clients who do not have sufficient funds to invest in one of our Managed Portfolios (usually £150,000) we can make a recommendation for an externally-managed fund which we then monitor to ensure that returns are as expected – relative to benchmarks – and continue to be suitable for your needs.

Costs and charges are quoted in detail at every stage.